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

EPG 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 		$1.32M Buy
3,566
+201
+6% +$71.9K 0.32% 77
2026
Q1 		$1.08M Buy
3,365
+95
+3% +$31.9K 0.29% 96
2025
Q4 		$1.1M Hold
3,270
– – 0.3% 92
2025
Q3 		$1.07M Buy
3,270
+289
+10% +$91.3K 0.3% 93
2025
Q2 		$906K Sell
2,981
-303
-9% -$85.2K 0.27% 102
2025
Q1 		$903K Sell
3,284
-764
-19% -$222K 0.25% 117
2024
Q4 		$1.17M Buy
4,048
+6
+0.1% +$1.75K 0.31% 92
2024
Q3 		$1.14M Buy
+4,042
New +$1.1M 0.29% 97
2024
Q2 		– Sell
-3,800
Closed -$984K – 106
2024
Q1 		$988K Sell
3,800
-23
-0.6% -$5.69K 0.24% 108
2023
Q4 		$937K Sell
3,823
-520
-12% -$115K 0.25% 103
2023
Q3 		$923K Buy
4,343
+2
+0% +$443 0.28% 87
2023
Q2 		$956K Buy
4,341
+501
+13% +$104K 0.28% 91
2023
Q1 		$784K Buy
3,840
+481
+14% +$96.3K 0.25% 97
2022
Q4 		$642K Sell
3,359
-536
-14% -$103K 0.24% 94
2022
Q3 		$699K Buy
3,895
+2,152
+123% +$429K 0.29% 78
2022
Q2 		$329K Sell
1,743
-738
-30% -$152K 0.14% 148
2022
Q1 		$565K Sell
2,481
-2,955
-54% -$665K 0.2% 103
2021
Q4 		$1.31M Sell
5,436
-397
-7% -$93.7K 0.46% 45
2021
Q3 		$1.29M Buy
5,833
+13
+0.2% +$2.96K 0.52% 43
2021
Q2 		$1.3M Buy
5,820
+11
+0.2% +$2.39K 0.55% 42
2021
Q1 		$1.2M Buy
5,809
+12
+0.2% +$2.43K 0.58% 37
2020
Q4 		$1.13M Buy
5,797
+15
+0.3% +$2.74K 0.68% 35
2020
Q3 		$985K Buy
5,782
+215
+4% +$36.2K 0.73% 36
2020
Q2 		$871K Buy
5,567
+5,227
+1,537% +$771K 0.62% 42
2020
Q1 		$44K Sell
340
-2,539
-88% -$393K 0.03% 296
2019
Q4 		$471K Buy
+2,879
New +$451K 0.34% 50

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

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

EPG Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2026, buying an estimated $71.9K and bringing the position to 3,566 shares worth $1.32M. The position accounts for 0.32% of the portfolio, ranked #77.

EPG Wealth Management first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • EPG Wealth Management held 3,566 shares of Vanguard Morningstar Total Stock Market ETF worth $1.32M as of Q2 2026.
  • EPG Wealth Management bought 201 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $71.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of EPG Wealth Management's portfolio in Q2 2026, its #77 holding.
  • EPG Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.