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Equitable Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Equitable Trust’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 		$8.25M Buy
22,294
+49
+0.2% +$17.5K 0.34% 63
2026
Q1 		$7.14M Sell
22,245
-60
-0.3% -$20.1K 0.33% 61
2025
Q4 		$7.48M Hold
22,305
– – 0.33% 59
2025
Q3 		$7.32M Buy
22,305
+398
+2% +$126K 0.34% 59
2025
Q2 		$6.66M Buy
21,907
+1,196
+6% +$336K 0.33% 57
2025
Q1 		$5.69M Sell
20,711
-90
-0.4% -$26.1K 0.32% 64
2024
Q4 		$6.03M Buy
+20,801
New +$6.07M 0.34% 55

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

Equitable Trust's VTI Position: Q2 2026 in Review

Equitable Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.22% in Q2 2026, buying an estimated $17.5K and bringing the position to 22,294 shares worth $8.25M. The position accounts for 0.34% of the portfolio, ranked #63.

Equitable Trust first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Equitable Trust held 22,294 shares of Vanguard Morningstar Total Stock Market ETF worth $8.25M as of Q2 2026.
  • Equitable Trust bought 49 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.34% of Equitable Trust's portfolio in Q2 2026, its #63 holding.
  • Equitable Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.