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 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

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

Echo Wealth Management's VTI Position: Q2 2026 in Review

Echo Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $52.2K and bringing the position to 5,914 shares worth $2.19M. The position accounts for 1.12% of the portfolio, ranked #16.

Echo Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Echo Wealth Management held 5,914 shares of Vanguard Morningstar Total Stock Market ETF worth $2.19M as of Q2 2026.
Echo Wealth Management bought 146 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $52.2K.
Vanguard Morningstar Total Stock Market ETF made up 1.12% of Echo Wealth Management's portfolio in Q2 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 23 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.