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Eagle Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Eagle Strategies’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
3,702
+26
+0.7% +$9.3K 0.14% 120
2026
Q1 		$1.18M Sell
3,676
-130
-3% -$43.6K 0.14% 119
2025
Q4 		$1.28M Buy
3,806
+154
+4% +$51.2K 0.16% 114
2025
Q3 		$1.2M Buy
3,652
+11
+0.3% +$3.48K 0.16% 113
2025
Q2 		$1.11M Buy
3,641
+155
+4% +$43.6K 0.17% 103
2025
Q1 		$958K Buy
3,486
+122
+4% +$35.4K 0.17% 107
2024
Q4 		$975K Buy
3,364
+12
+0.4% +$3.5K 0.17% 98
2024
Q3 		$949K Buy
3,352
+20
+0.6% +$5.46K 0.17% 95
2024
Q2 		$891K Sell
3,332
-13,501
-80% -$3.49M 0.17% 100
2024
Q1 		$4.37M Buy
16,833
+13,513
+407% +$3.34M 0.97% 23
2023
Q4 		$788K Sell
3,320
-104
-3% -$23K 0.17% 96
2023
Q3 		$727K Sell
3,424
-11
-0.3% -$2.44K 0.18% 95
2023
Q2 		$757K Sell
3,435
-528
-13% -$110K 0.18% 97
2023
Q1 		$809K Sell
3,963
-461
-10% -$92.3K 0.2% 87
2022
Q4 		$846K Buy
4,424
+169
+4% +$32.6K 0.25% 82
2022
Q3 		$764K Sell
4,255
-508
-11% -$101K 0.4% 54
2022
Q2 		$899K Sell
4,763
-396
-8% -$81.4K 0.33% 64
2022
Q1 		$1.17M Buy
5,159
+511
+11% +$115K 0.46% 48
2021
Q4 		$1.12M Buy
+4,648
New +$1.1M 0.44% 55

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eagle Strategies's VTI Position: Q2 2026 in Review

Eagle Strategies increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.71% in Q2 2026, buying an estimated $9.3K and bringing the position to 3,702 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #120.

Eagle Strategies first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Eagle Strategies held 3,702 shares of Vanguard Morningstar Total Stock Market ETF worth $1.37M as of Q2 2026.
  • Eagle Strategies bought 26 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Eagle Strategies's portfolio in Q2 2026, its #120 holding.
  • Eagle Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $4.37M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.