Empirical Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$698K Buy
1,887
+6
+0.3% +$2.15K 0.16% 162
2026
Q1
$603K Sell
1,881
-6,337
-77% -$2.13M 0.16% 183
2025
Q4
$637K Buy
+8,218
New +$2.73M 0.18% 160
2025
Q2
Sell
-1,774
Closed -$488K 333
2025
Q1
$488K Sell
1,774
-213,697
-99% -$62.1M 0.17% 192
2024
Q4
$320K Buy
215,471
+165,160
+328% +$48.2M 0.11% 220
2024
Q3
$152K Sell
50,311
-13
-0% -$3.55K 0.05% 275
2024
Q2
$149K Buy
+50,324
New +$13M 0.06% 310
2022
Q1
Sell
-971
Closed -$234K 188
2021
Q4
$234K Buy
+971
New +$229K 0.23% 136

Other funds holding VTI

Empirical Asset Management's VTI Position: Q2 2026 in Review

Empirical Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q2 2026, buying an estimated $2.15K and bringing the position to 1,887 shares worth $698K. The position accounts for 0.16% of the portfolio, ranked #162.

Empirical Asset Management first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Empirical Asset Management held 1,887 shares of Vanguard Morningstar Total Stock Market ETF worth $698K as of Q2 2026.
  • Empirical Asset Management bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Empirical Asset Management's portfolio in Q2 2026, its #162 holding.
  • Empirical Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.