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

Encompass More Asset 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	$1.04M	Buy	2,817 +11	+0.4%	+$3.93K	0.15%	91
2026 Q1	$900K	Sell	2,806 -4,457	-61%	-$1.5M	0.15%	96
2025 Q4	$2.43M	Sell	7,263 -6,326	-47%	-$2.1M	0.45%	53
2025 Q3	$4.46M	Buy	13,589 +8,591	+172%	+$2.71M	0.85%	26
2025 Q2	$1.52M	Buy	4,998 +114	+2%	+$32.1K	0.36%	62
2025 Q1	$1.34M	Sell	4,884 -846	-15%	-$246K	0.4%	64
2024 Q4	$1.66M	Buy	5,730 +839	+17%	+$245K	0.55%	47
2024 Q3	$1.38M	Sell	4,891 -9,613	-66%	-$2.62M	0.53%	51
2024 Q2	$3.88M	Buy	14,504 +1,692	+13%	+$438K	2.77%	11
2024 Q1	$3.33M	Buy	+12,812	New	+$3.17M	2.76%	11

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

Encompass More Asset Management's VTI Position: Q2 2026 in Review

Encompass More Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.39% in Q2 2026, buying an estimated $3.93K and bringing the position to 2,817 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #91.

Encompass More Asset Management first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.46M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Encompass More Asset Management held 2,817 shares of Vanguard Morningstar Total Stock Market ETF worth $1.04M as of Q2 2026.
Encompass More Asset Management bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of Encompass More Asset Management's portfolio in Q2 2026, its #91 holding.
Encompass More Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Encompass More Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.46M in Q3 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.