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Equitable Trust’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Equitable Trust's VTI Position: Q1 2026 in Review

Equitable Trust reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.27% in Q1 2026, selling an estimated $20.1K and leaving 22,245 shares worth $7.14M. The position accounts for 0.33% of the portfolio, ranked #61.

Equitable Trust first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.48M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Equitable Trust held 22,245 shares of Vanguard Total Stock Market ETF worth $7.14M as of Q1 2026.
  • Equitable Trust sold 60 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $20.1K.
  • Vanguard Total Stock Market ETF made up 0.33% of Equitable Trust's portfolio in Q1 2026, its #61 holding.
  • Equitable Trust first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Equitable Trust's Vanguard Total Stock Market ETF position peaked at $7.48M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.