EIM
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Ervin Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Ervin Investment Management’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 		$550K Hold
1,486
– – 0.3% 32
2026
Q1 		$477K Sell
1,486
-100
-6% -$33.6K 0.28% 32
2025
Q4 		$532K Sell
1,586
-70
-4% -$23.3K 0.3% 28
2025
Q3 		$543K Sell
1,656
-40
-2% -$12.6K 0.31% 29
2025
Q2 		$515K Hold
1,696
– – 0.32% 28
2025
Q1 		$466K Sell
1,696
-920
-35% -$267K 0.31% 31
2024
Q4 		$758K Sell
2,616
-4
-0.2% -$1.17K 0.49% 26
2024
Q3 		$742K Sell
2,620
-260
-9% -$70.9K 0.48% 28
2024
Q2 		$770K Hold
2,880
– – 0.53% 27
2024
Q1 		$749K Hold
2,880
– – 0.52% 28
2023
Q4 		$683K Hold
2,880
– – 0.52% 27
2023
Q3 		$612K Hold
2,880
– – 0.51% 26
2023
Q2 		$634K Hold
2,880
– – 0.51% 27
2023
Q1 		$579K Buy
+2,880
New +$577K 0.51% 27

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Ervin Investment Management's VTI Position: Q2 2026 in Review

Ervin Investment Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,486 shares worth $550K. The position accounts for 0.3% of the portfolio, ranked #32.

Ervin Investment Management first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $770K in Q2 2024. 1,296 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ervin Investment Management held 1,486 shares of Vanguard Total Stock Market ETF worth $550K as of Q2 2026.
  • Ervin Investment Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.3% of Ervin Investment Management's portfolio in Q2 2026, its #32 holding.
  • Ervin Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Ervin Investment Management's Vanguard Total Stock Market ETF position peaked at $770K in Q2 2024.
  • 1,296 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.