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 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

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

EPIQ Partners's VTI Position: Q2 2026 in Review

EPIQ Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.9% in Q2 2026, buying an estimated $32.9K and bringing the position to 1,253 shares worth $463K. The position accounts for 0.2% of the portfolio, ranked #62.

EPIQ Partners first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

EPIQ Partners held 1,253 shares of Vanguard Morningstar Total Stock Market ETF worth $463K as of Q2 2026.
EPIQ Partners bought 92 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $32.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of EPIQ Partners's portfolio in Q2 2026, its #62 holding.
EPIQ Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.