Envestnet Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.27B | Buy |
6,136,001
+104,980
| +2% | +$37.5M | 0.54% | 33 |
|
|
2026
Q1 | $1.93B | Buy |
6,031,021
+281,923
| +5% | +$94.6M | 0.52% | 35 |
|
|
2025
Q4 | $1.93B | Sell |
5,749,098
-50,888
| -0.9% | -$16.9M | 0.57% | 32 |
|
|
2025
Q3 | $1.9B | Sell |
5,799,986
-122,107
| -2% | -$38.6M | 0.55% | 32 |
|
|
2025
Q2 | $1.8B | Sell |
5,922,093
-111,577
| -2% | -$31.4M | 0.53% | 34 |
|
|
2025
Q1 | $1.66B | Sell |
6,033,670
-373,667
| -6% | -$109M | 0.53% | 32 |
|
|
2024
Q4 | $1.86B | Buy |
6,407,337
+81,553
| +1% | +$23.8M | 0.6% | 28 |
|
|
2024
Q3 | $1.79B | Sell |
6,325,784
-166,383
| -3% | -$45.4M | 0.58% | 27 |
|
|
2024
Q2 | $1.74B | Sell |
6,492,167
-53,961
| -0.8% | -$14M | 0.61% | 27 |
|
|
2024
Q1 | $1.7B | Sell |
6,546,128
-103,918
| -2% | -$25.7M | 0.64% | 25 |
|
|
2023
Q4 | $1.58B | Buy |
6,650,046
+24,847
| +0.4% | +$5.49M | 0.65% | 23 |
|
|
2023
Q3 | $1.41B | Sell |
6,625,199
-1,407,861
| -18% | -$312M | 0.64% | 25 |
|
|
2023
Q2 | $1.77B | Buy |
8,033,060
+200,211
| +3% | +$41.8M | 0.78% | 22 |
|
|
2023
Q1 | $1.6B | Buy |
7,832,849
+11,377
| +0.1% | +$2.28M | 0.77% | 22 |
|
|
2022
Q4 | $1.5B | Sell |
7,821,472
-175,905
| -2% | -$33.9M | 0.77% | 20 |
|
|
2022
Q3 | $1.44B | Buy |
7,997,377
+67,502
| +0.9% | +$13.5M | 0.82% | 19 |
|
|
2022
Q2 | $1.5B | Sell |
7,929,875
-124,138
| -2% | -$25.5M | 0.84% | 17 |
|
|
2022
Q1 | $1.83B | Sell |
8,054,013
-11,879
| -0.1% | -$2.67M | 0.92% | 16 |
|
|
2021
Q4 | $1.95B | Buy |
8,065,892
+330,335
| +4% | +$78M | 0.96% | 17 |
|
|
2021
Q3 | $1.72B | Buy |
7,735,557
+198,252
| +3% | +$45.2M | 0.94% | 18 |
|
|
2021
Q2 | $1.68B | Buy |
7,537,305
+278,027
| +4% | +$60.3M | 0.95% | 18 |
|
|
2021
Q1 | $1.5B | Buy |
7,259,278
+6,377
| +0.1% | +$1.29M | 0.97% | 18 |
|
|
2020
Q4 | $1.41B | Sell |
7,252,901
-8,686
| -0.1% | -$1.59M | 1.07% | 18 |
|
|
2020
Q3 | $1.24B | Sell |
7,261,587
-67,862
| -0.9% | -$11.4M | 1.1% | 17 |
|
|
2020
Q2 | $1.15B | Buy |
7,329,449
+107,248
| +1% | +$15.8M | 1.12% | 16 |
|
|
2020
Q1 | $931M | Buy |
7,222,201
+116,604
| +2% | +$18M | 1.1% | 16 |
|
|
2019
Q4 | $1.16B | Buy |
7,105,597
+286,134
| +4% | +$44.8M | 1.23% | 15 |
|
|
2019
Q3 | $1.03B | Buy |
6,819,463
+450,928
| +7% | +$68M | 1.13% | 19 |
|
|
2019
Q2 | $956M | Buy |
6,368,535
+344,452
| +6% | +$50.7M | 1.2% | 16 |
|
|
2019
Q1 | $872M | Buy |
6,024,083
+525,051
| +10% | +$73.3M | 1.2% | 15 |
|
|
2018
Q4 | $702M | Buy |
5,499,032
+717,712
| +15% | +$99.1M | 1.09% | 20 |
|
|
2018
Q3 | $716M | Buy |
4,781,320
+768,671
| +19% | +$113M | 1.24% | 20 |
|
|
2018
Q2 | $563M | Buy |
4,012,649
+456,397
| +13% | +$63.7M | 1.29% | 20 |
|
|
2018
Q1 | $481M | Buy |
3,556,252
+55,084
| +2% | +$7.72M | 1.36% | 18 |
|
|
2017
Q4 | $481M | Buy |
3,501,168
+353,317
| +11% | +$47.3M | 1.07% | 22 |
|
|
2017
Q3 | $408M | Buy |
3,147,851
+259,603
| +9% | +$32.9M | 0.98% | 24 |
|
|
2017
Q2 | $359M | Buy |
2,888,248
+353,679
| +14% | +$43.6M | 0.99% | 25 |
|
|
2017
Q1 | $307M | Buy |
2,534,569
+279,366
| +12% | +$33.5M | 0.98% | 25 |
|
|
2016
Q4 | $260M | Buy |
2,255,203
+94,039
| +4% | +$10.6M | 0.94% | 27 |
|
|
2016
Q3 | $241M | Buy |
2,161,164
+346,663
| +19% | +$38.4M | 0.93% | 26 |
|
|
2016
Q2 | $194M | Buy |
1,814,501
+85,345
| +5% | +$9.04M | 0.78% | 24 |
|
|
2016
Q1 | $181M | Buy |
1,729,156
+81,242
| +5% | +$8.06M | 0.78% | 25 |
|
|
2015
Q4 | $172M | Buy |
1,647,914
+657,893
| +66% | +$69.3M | 0.78% | 23 |
|
|
2015
Q3 | $97.7M | Sell |
990,021
-516,735
| -34% | -$54.2M | 0.49% | 40 |
|
|
2015
Q2 | $161M | Buy |
1,506,756
+240,566
| +19% | +$26.2M | 0.77% | 21 |
|
|
2015
Q1 | $136M | Buy |
1,266,190
+293,680
| +30% | +$31.4M | 0.7% | 25 |
|
|
2014
Q4 | $103M | Buy |
972,510
+71,885
| +8% | +$7.44M | 1.05% | 25 |
|
|
2014
Q3 | $91.2M | Buy |
900,625
+82,979
| +10% | +$8.48M | 0.92% | 24 |
|
|
2014
Q2 | $83.2M | Sell |
817,646
-15,386
| -2% | -$1.52M | 0.87% | 29 |
|
|
2014
Q1 | $81.2M | Sell |
833,032
-307,194
| -27% | -$29.4M | 0.9% | 32 |
|
|
2013
Q4 | $109M | Sell |
1,140,226
-92,727
| -8% | -$8.53M | 1.25% | 19 |
|
|
2013
Q3 | $108M | Buy |
1,232,953
+352,684
| +40% | +$30.7M | 1.32% | 16 |
|
|
2013
Q2 | $72.8M | Buy |
+880,269
| New | +$73M | 0.94% | 33 |
|
Other funds holding VTI
RIM
WI
Envestnet Asset Management's VTI Position: Q2 2026 in Review
Envestnet Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $37.5M and bringing the position to 6,136,001 shares worth $2.27B. The position accounts for 0.54% of the portfolio, ranked #33.
Envestnet Asset Management first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Envestnet Asset Management held 6,136,001 shares of Vanguard Morningstar Total Stock Market ETF worth $2.27B as of Q2 2026.
- Envestnet Asset Management bought 104,980 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.5M.
- Vanguard Morningstar Total Stock Market ETF made up 0.54% of Envestnet Asset Management's portfolio in Q2 2026, its #33 holding.
- Envestnet Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
- 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.