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Empowered Funds’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-10,694
Closed -$2.04M – 726
2022
Q4 		$2.04M Buy
+10,694
New +$2.06M 0.13% 186

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empowered Funds's VTI Position: Q2 2026 in Review

Empowered Funds reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 54% in Q2 2026, selling an estimated $12.6M and leaving 29,671 shares worth $11M. The position accounts for 0.06% of the portfolio, ranked #382.

Empowered Funds first reported a position in VTI in Q3 2021 and has held it in 17 quarters since. The position peaked at $65.3M in Q1 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Empowered Funds held 29,671 shares of Vanguard Morningstar Total Stock Market ETF worth $11M as of Q2 2026.
  • Empowered Funds sold 35,184 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.6M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Empowered Funds's portfolio in Q2 2026, its #382 holding.
  • Empowered Funds first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 17 quarters since.
  • Empowered Funds's Vanguard Morningstar Total Stock Market ETF position peaked at $65.3M in Q1 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.