EPW
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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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Endeavor Private Wealth's VTI Position: Q1 2026 in Review

Endeavor Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q1 2026, selling an estimated $51.7K and leaving 5,472 shares worth $1.76M. The position accounts for 0.5% of the portfolio, ranked #60.

Endeavor Private Wealth first reported a position in VTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.89M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Endeavor Private Wealth held 5,472 shares of Vanguard Morningstar Total Stock Market ETF worth $1.76M as of Q1 2026.
  • Endeavor Private Wealth sold 154 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $51.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.5% of Endeavor Private Wealth's portfolio in Q1 2026, its #60 holding.
  • Endeavor Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.89M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.