Envestnet Portfolio Solutions
VTI icon

Envestnet Portfolio Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Envestnet Portfolio Solutions’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 		$187M Buy
504,889
+8,298
+2% +$2.97M 0.9% 28
2026
Q1 		$159M Sell
496,591
-81,631
-14% -$27.4M 0.88% 29
2025
Q4 		$194M Buy
578,222
+16,297
+3% +$5.42M 0.68% 32
2025
Q3 		$184M Sell
561,925
-17,939
-3% -$5.67M 0.68% 32
2025
Q2 		$176M Sell
579,864
-55,090
-9% -$15.5M 0.65% 31
2025
Q1 		$175M Sell
634,954
-327,579
-34% -$95.2M 0.67% 30
2024
Q4 		$279M Sell
962,533
-27,507
-3% -$8.03M 0.91% 25
2024
Q3 		$280M Sell
990,040
-30,057
-3% -$8.2M 0.91% 25
2024
Q2 		$273M Sell
1,020,097
-22,306
-2% -$5.77M 0.95% 23
2024
Q1 		$271M Sell
1,042,403
-29,483
-3% -$7.29M 1.02% 20
2023
Q4 		$254M Buy
1,071,886
+31,170
+3% +$6.89M 1.06% 20
2023
Q3 		$221M Buy
+1,040,716
New +$230M 1.04% 21

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Envestnet Portfolio Solutions's VTI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $2.97M and bringing the position to 504,889 shares worth $187M. The position accounts for 0.9% of the portfolio, ranked #28.

Envestnet Portfolio Solutions first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $280M in Q3 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Envestnet Portfolio Solutions held 504,889 shares of Vanguard Morningstar Total Stock Market ETF worth $187M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 8,298 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.97M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.9% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #28 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Vanguard Morningstar Total Stock Market ETF position peaked at $280M in Q3 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.