Echo Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Echo Wealth Management’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 Q3	$2.22M	Buy	5,927 +13	+0.2%	+$4.87K	1.09%	16
2026 Q2	$2.19M	Buy	5,914 +146	+3%	+$52.2K	1.12%	16
2026 Q1	$1.85M	Sell	5,768 -196	-3%	-$65.8K	1.07%	16
2025 Q4	$2M	Hold	5,964	–	–	1.17%	18
2025 Q3	$1.96M	Hold	5,964	–	–	1.14%	19
2025 Q2	$1.81M	Sell	5,964 -200	-3%	-$56.3K	1.11%	19
2025 Q1	$1.69M	Hold	6,164	–	–	1.14%	21
2024 Q4	$1.79M	Hold	6,164	–	–	1.23%	20
2024 Q3	$1.75M	Hold	6,164	–	–	1.23%	20
2024 Q2	$1.65M	Buy	6,164 +2	+0%	+$518	1.24%	21
2024 Q1	$1.6M	Hold	6,162	–	–	1.33%	22
2023 Q4	$1.46M	Hold	6,162	–	–	1.36%	23
2023 Q3	$1.31M	Hold	6,162	–	–	1.41%	19
2023 Q2	$1.39M	Hold	6,162	–	–	1.5%	18
2023 Q1	$1.26M	Hold	6,162	–	–	1.39%	18
2022 Q4	$1.23M	Hold	6,162	–	–	1.31%	21
2022 Q3	$1.17M	Sell	6,162 -170	-3%	-$33.9K	1.54%	20
2022 Q2	$1.23M	Sell	6,332 -37	-0.6%	-$7.6K	1.65%	16
2022 Q1	$1.4M	Hold	6,369	–	–	1.65%	19
2021 Q4	$1.5M	Buy	6,369 +44	+0.7%	+$10.4K	1.71%	19
2021 Q3	$1.43M	Sell	6,325 -274	-4%	-$62.5K	1.7%	17
2021 Q2	$1.47M	Hold	6,599	–	–	1.88%	18
2021 Q1	$1.36M	Sell	6,599 -103	-2%	-$20.8K	1.72%	18
2020 Q4	$1.3M	Buy	+6,702	New	+$1.23M	1.71%	15

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Echo Wealth Management's VTI Position: Q3 2026 in Review

Echo Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.22% in Q3 2026, buying an estimated $4.87K and bringing the position to 5,927 shares worth $2.22M. The position accounts for 1.09% of the portfolio, ranked #16.

Echo Wealth Management first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. 909 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Echo Wealth Management held 5,927 shares of Vanguard Morningstar Total Stock Market ETF worth $2.22M as of Q3 2026.
Echo Wealth Management bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $4.87K.
Vanguard Morningstar Total Stock Market ETF made up 1.09% of Echo Wealth Management's portfolio in Q3 2026, its #16 holding.
Echo Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
909 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.