Eaton Financial Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Eaton Financial Holdings’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	$1.75M	Sell	4,742 -3,520	-43%	-$1.26M	0.48%	47
2026 Q1	$2.65M	Buy	8,262 +943	+13%	+$316K	0.87%	28
2025 Q4	$2.45M	Buy	7,319 +474	+7%	+$158K	0.66%	39
2025 Q3	$2.25M	Sell	6,845 -458	-6%	-$145K	0.63%	36
2025 Q2	$2.22M	Buy	7,303 +1,395	+24%	+$392K	0.68%	33
2025 Q1	$1.62M	Sell	5,908 -78	-1%	-$22.7K	0.67%	31
2024 Q4	$1.73M	Sell	5,986 -43	-0.7%	-$12.5K	0.67%	31
2024 Q3	$1.71M	Buy	+6,029	New	+$1.64M	0.69%	31
2024 Q1	$1.65M	Sell	6,350 -5,321	-46%	-$1.32M	0.86%	27
2023 Q4	$2.78M	Buy	11,671 +3,180	+37%	+$703K	0.67%	48
2023 Q3	$1.8M	Buy	8,491 +1,406	+20%	+$311K	0.48%	62
2023 Q2	$1.56M	Buy	7,085 +3,724	+111%	+$777K	1.18%	18
2023 Q1	$686K	Buy	3,361 +1,733	+106%	+$347K	0.54%	31
2022 Q4	$311K	Buy	+1,628	New	+$314K	0.27%	52

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eaton Financial Holdings's VTI Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 43% in Q2 2026, selling an estimated $1.26M and leaving 4,742 shares worth $1.75M. The position accounts for 0.48% of the portfolio, ranked #47.

Eaton Financial Holdings first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.78M in Q4 2023. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Eaton Financial Holdings held 4,742 shares of Vanguard Morningstar Total Stock Market ETF worth $1.75M as of Q2 2026.
Eaton Financial Holdings sold 3,520 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.26M.
Vanguard Morningstar Total Stock Market ETF made up 0.48% of Eaton Financial Holdings's portfolio in Q2 2026, its #47 holding.
Eaton Financial Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Eaton Financial Holdings's Vanguard Morningstar Total Stock Market ETF position peaked at $2.78M in Q4 2023.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.