Ervin Investment Management’s Vanguard Morningstar 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ervin Investment Management held its Vanguard Morningstar 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. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ervin Investment Management held 1,486 shares of Vanguard Morningstar Total Stock Market ETF worth $550K as of Q2 2026.
Ervin Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Ervin Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $770K in Q2 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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