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

EPIQ 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 Q3	$617K	Buy	1,649 +396	+32%	+$148K	0.27%	57
2026 Q2	$463K	Buy	1,253 +92	+8%	+$32.9K	0.2%	62
2026 Q1	$372K	Hold	1,161	–	–	0.17%	58
2025 Q4	$389K	Sell	1,161 -60	-5%	-$20K	0.18%	56
2025 Q3	$401K	Hold	1,221	–	–	0.19%	53
2025 Q2	$371K	Hold	1,221	–	–	0.19%	55
2025 Q1	$336K	Buy	1,221 +20	+2%	+$5.81K	0.18%	58
2024 Q4	$348K	Hold	1,201	–	–	0.19%	55
2024 Q3	$340K	Buy	1,201 +200	+20%	+$54.6K	0.19%	61
2024 Q2	$268K	Hold	1,001	–	–	0.18%	59
2024 Q1	$260K	Hold	1,001	–	–	0.17%	63
2023 Q4	$237K	Buy	1,001 +5	+0.5%	+$1.1K	0.17%	61
2023 Q3	$212K	Hold	996	–	–	0.16%	64
2023 Q2	$219K	Hold	996	–	–	0.15%	66
2023 Q1	$203K	Buy	+996	New	+$199K	0.14%	75

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EPIQ Partners's VTI Position: Q3 2026 in Review

EPIQ Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 32% in Q3 2026, buying an estimated $148K and bringing the position to 1,649 shares worth $617K. The position accounts for 0.27% of the portfolio, ranked #57.

EPIQ Partners first reported a position in VTI in Q1 2023 and has held it in 15 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

EPIQ Partners held 1,649 shares of Vanguard Morningstar Total Stock Market ETF worth $617K as of Q3 2026.
EPIQ Partners bought 396 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $148K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of EPIQ Partners's portfolio in Q3 2026, its #57 holding.
EPIQ Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.