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EQ LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

EQ LLC’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 		$1.52M Sell
4,119
-306
-7% -$109K 0.37% 37
2026
Q1 		$1.42M Hold
4,425
– – 0.4% 34
2025
Q4 		$1.48M Buy
4,425
+7
+0.2% +$2.33K 0.43% 39
2025
Q3 		$1.45M Sell
4,418
-135
-3% -$42.6K 0.49% 35
2025
Q2 		$1.38M Sell
4,553
-14
-0.3% -$3.94K 0.54% 31
2025
Q1 		$1.26M Sell
4,567
-17
-0.4% -$4.94K 0.59% 32
2024
Q4 		$1.33M Sell
4,584
-23
-0.5% -$6.71K 0.62% 32
2024
Q3 		$1.3M Sell
4,607
-2
-0% -$546 0.65% 27
2024
Q2 		$1.23M Buy
4,609
+1
+0% +$259 0.74% 29
2024
Q1 		$1.2M Buy
4,608
+619
+16% +$153K 0.74% 30
2023
Q4 		$946K Sell
3,989
-634
-14% -$140K 0.7% 28
2023
Q3 		$982K Hold
4,623
– – 0.73% 28
2023
Q2 		$1.02M Sell
4,623
-2
-0% -$417 0.84% 24
2023
Q1 		$944K Hold
4,625
– – 0.72% 29
2022
Q4 		$884K Sell
4,625
-6
-0.1% -$1.16K 0.71% 29
2022
Q3 		$831K Sell
4,631
-264
-5% -$52.6K 0.72% 29
2022
Q2 		$923K Sell
4,895
-193
-4% -$39.7K 0.73% 29
2022
Q1 		$1.16M Buy
5,088
+17
+0.3% +$3.82K 0.84% 22
2021
Q4 		$1.22M Sell
5,071
-187
-4% -$44.1K 0.85% 25
2021
Q3 		$1.17M Buy
5,258
+1
+0% +$228 0.89% 24
2021
Q2 		$1.17M Sell
5,257
-220
-4% -$47.7K 0.89% 24
2021
Q1 		$1.13M Sell
5,477
-395
-7% -$79.9K 0.95% 21
2020
Q4 		$1.14M Buy
+5,872
New +$1.07M 1.06% 23

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

EQ LLC's VTI Position: Q2 2026 in Review

EQ LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.9% in Q2 2026, selling an estimated $109K and leaving 4,119 shares worth $1.52M. The position accounts for 0.37% of the portfolio, ranked #37.

EQ LLC first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 2,002 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • EQ LLC held 4,119 shares of Vanguard Morningstar Total Stock Market ETF worth $1.52M as of Q2 2026.
  • EQ LLC sold 306 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.37% of EQ LLC's portfolio in Q2 2026, its #37 holding.
  • EQ LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.