EnRich Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

EnRich Financial Partners’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	$559K	Sell	1,510 -14	-0.9%	-$5.01K	0.13%	39
2026 Q1	$489K	Buy	1,524 +2	+0.1%	+$671	0.13%	40
2025 Q4	$510K	Buy	1,522 +3	+0.2%	+$998	0.14%	37
2025 Q3	$498K	Buy	1,519 +2	+0.1%	+$632	0.14%	35
2025 Q2	$461K	Sell	1,517 -22	-1%	-$6.19K	0.14%	38
2025 Q1	$423K	Sell	1,539 -697	-31%	-$202K	0.14%	35
2024 Q4	$648K	Sell	2,236 -379	-14%	-$111K	0.22%	30
2024 Q3	$740K	Sell	2,615 -79	-3%	-$21.5K	0.25%	27
2024 Q2	$721K	Buy	2,694 +1,415	+111%	+$366K	0.26%	26
2024 Q1	$332K	Sell	1,279 -12	-0.9%	-$2.97K	0.12%	35
2023 Q4	$306K	Buy	+1,291	New	+$285K	0.13%	36

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

EnRich Financial Partners's VTI Position: Q2 2026 in Review

EnRich Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.92% in Q2 2026, selling an estimated $5.01K and leaving 1,510 shares worth $559K. The position accounts for 0.13% of the portfolio, ranked #39.

EnRich Financial Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $740K in Q3 2024. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

EnRich Financial Partners held 1,510 shares of Vanguard Morningstar Total Stock Market ETF worth $559K as of Q2 2026.
EnRich Financial Partners sold 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of EnRich Financial Partners's portfolio in Q2 2026, its #39 holding.
EnRich Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
EnRich Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $740K in Q3 2024.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.