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 Q3	$8.34M	Hold	22,294	–	–	0.35%	65
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

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Equitable Trust's VTI Position: Q3 2026 in Review

Equitable Trust held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 22,294 shares worth $8.34M. The position accounts for 0.35% of the portfolio, ranked #65.

Equitable Trust first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 893 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Equitable Trust held 22,294 shares of Vanguard Morningstar Total Stock Market ETF worth $8.34M as of Q3 2026.
Equitable Trust left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Equitable Trust's portfolio in Q3 2026, its #65 holding.
Equitable Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
893 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.