Essex Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Essex 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 Q1	$387K	Hold	1,206	–	–	0.06%	179
2025 Q4	$404K	Hold	1,206	–	–	0.06%	177
2025 Q3	$396K	Hold	1,206	–	–	0.06%	173
2025 Q2	$367K	Hold	1,206	–	–	0.07%	167
2025 Q1	$331K	Hold	1,206	–	–	0.07%	167
2024 Q4	$350K	Hold	1,206	–	–	0.06%	169
2024 Q3	$341K	Hold	1,206	–	–	0.06%	168
2024 Q2	$323K	Hold	1,206	–	–	0.06%	174
2024 Q1	$313K	Hold	1,206	–	–	0.06%	191
2023 Q4	$286K	Hold	1,206	–	–	0.06%	199
2023 Q3	$256K	Buy	+1,206	New	+$267K	0.04%	256

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 New York $52.8B AUM 15.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return

Essex Investment Management's VTI Position: Q1 2026 in Review

Essex Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,206 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #179.

Essex Investment Management first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $404K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Essex Investment Management held 1,206 shares of Vanguard Morningstar Total Stock Market ETF worth $387K as of Q1 2026.
Essex Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Essex Investment Management's portfolio in Q1 2026, its #179 holding.
Essex Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Essex Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $404K in Q4 2025.
3,563 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.