EIP
VTI icon

Essential Investment Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Essential Investment Partners’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 		$1.48K Hold
4
– – ﹤0.01% 246
2026
Q1 		$1.28K Hold
4
– – ﹤0.01% 250
2025
Q4 		$1.34K Buy
+4
New +$1.33K ﹤0.01% 237

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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Essential Investment Partners's VTI Position: Q2 2026 in Review

Essential Investment Partners held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 4 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Essential Investment Partners first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 1,253 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Essential Investment Partners held 4 shares of Vanguard Total Stock Market ETF worth $1.48K as of Q2 2026.
  • Essential Investment Partners left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #246 holding.
  • Essential Investment Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.