Empire Financial Management Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Empire Financial Management Company’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	$3.1M	Buy	8,381 +958	+13%	+$343K	1.23%	28
2026 Q1	$2.38M	Sell	7,423 -244	-3%	-$81.9K	0.54%	60
2025 Q4	$2.57M	Sell	7,667 -526	-6%	-$175K	0.56%	59
2025 Q3	$2.69M	Buy	8,193 +4	+0%	+$1.26K	0.62%	53
2025 Q2	$2.49M	Buy	8,189 +232	+3%	+$65.3K	0.72%	39
2025 Q1	$2.19M	Sell	7,957 -555	-7%	-$161K	0.68%	44
2024 Q4	$2.47M	Sell	8,512 -255	-3%	-$74.4K	0.77%	37
2024 Q3	$2.48M	Buy	8,767 +255	+3%	+$69.6K	0.76%	38
2024 Q2	$2.28M	Sell	8,512 -498	-6%	-$129K	0.75%	39
2024 Q1	$2.34M	Buy	9,010 +99	+1%	+$24.5K	0.77%	38
2023 Q4	$2.11M	Hold	8,911	–	–	0.83%	37
2023 Q3	$1.89M	Hold	8,911	–	–	0.82%	35
2023 Q2	$1.96M	Sell	8,911 -100	-1%	-$20.9K	0.78%	39
2023 Q1	$1.84M	Buy	+9,011	New	+$1.8M	0.75%	42

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

Empire Financial Management Company's VTI Position: Q2 2026 in Review

Empire Financial Management Company increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, buying an estimated $343K and bringing the position to 8,381 shares worth $3.1M. The position accounts for 1.23% of the portfolio, ranked #28.

Empire Financial Management Company first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Empire Financial Management Company held 8,381 shares of Vanguard Morningstar Total Stock Market ETF worth $3.1M as of Q2 2026.
Empire Financial Management Company bought 958 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $343K.
Vanguard Morningstar Total Stock Market ETF made up 1.23% of Empire Financial Management Company's portfolio in Q2 2026, its #28 holding.
Empire Financial Management Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.