Endeavor Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Endeavor Private Wealth’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	$1.62M	Sell	4,364 -1,108	-20%	-$396K	0.39%	68
2026 Q1	$1.76M	Sell	5,472 -154	-3%	-$51.7K	0.5%	60
2025 Q4	$1.89M	Buy	5,626 +4,166	+285%	+$1.39M	0.54%	55
2025 Q3	$480K	Buy	+1,460	New	+$461K	0.15%	116

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

Endeavor Private Wealth's VTI Position: Q2 2026 in Review

Endeavor Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, selling an estimated $396K and leaving 4,364 shares worth $1.62M. The position accounts for 0.39% of the portfolio, ranked #68.

Endeavor Private Wealth first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.89M in Q4 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Endeavor Private Wealth held 4,364 shares of Vanguard Morningstar Total Stock Market ETF worth $1.62M as of Q2 2026.
Endeavor Private Wealth sold 1,108 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $396K.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Endeavor Private Wealth's portfolio in Q2 2026, its #68 holding.
Endeavor Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
Endeavor Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.89M in Q4 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.