EWM
VTI icon

Endowment Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Endowment Wealth 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 		$11.8M Buy
31,847
+1,152
+4% +$412K 4.56% 3
2026
Q1 		$9.85M Buy
30,695
+659
+2% +$221K 4.36% 3
2025
Q4 		$10.1M Buy
30,036
+1,796
+6% +$597K 4.63% 3
2025
Q3 		$9.27M Buy
28,240
+1,277
+5% +$403K 4.21% 3
2025
Q2 		$8.19M Buy
26,963
+567
+2% +$159K 4.23% 3
2025
Q1 		$7.25M Buy
26,396
+893
+4% +$259K 4.67% 2
2024
Q4 		$7.39M Buy
25,503
+2,045
+9% +$597K 4.97% 2
2024
Q3 		$6.64M Buy
23,458
+1,494
+7% +$407K 4.37% 2
2024
Q2 		$5.88M Buy
21,964
+229
+1% +$59.3K 4.28% 4
2024
Q1 		$5.65M Buy
21,735
+1,230
+6% +$304K 4.23% 3
2023
Q4 		$4.86M Buy
20,505
+269
+1% +$59.5K 4.05% 4
2023
Q3 		$4.3M Sell
20,236
-232
-1% -$51.4K 3.86% 4
2023
Q2 		$4.51M Sell
20,468
-915
-4% -$191K 4.13% 4
2023
Q1 		$4.33M Sell
21,383
-2,935
-12% -$588K 4.36% 4
2022
Q4 		$4.65M Sell
24,318
-682
-3% -$131K 5.12% 3
2022
Q3 		$4.49M Buy
25,000
+254
+1% +$50.6K 5.44% 3
2022
Q2 		$4.67M Buy
24,746
+471
+2% +$96.8K 5.62% 4
2022
Q1 		$5.53M Sell
24,275
-1,775
-7% -$399K 5.81% 4
2021
Q4 		$6.29M Buy
+26,050
New +$6.15M 6.36% 4

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

Endowment Wealth Management's VTI Position: Q2 2026 in Review

Endowment Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q2 2026, buying an estimated $412K and bringing the position to 31,847 shares worth $11.8M. The position accounts for 4.56% of the portfolio, ranked #3.

Endowment Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Endowment Wealth Management held 31,847 shares of Vanguard Morningstar Total Stock Market ETF worth $11.8M as of Q2 2026.
  • Endowment Wealth Management bought 1,152 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $412K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.56% of Endowment Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Endowment Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.