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Estate Counselors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Estate Counselors’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 		$1.01M Sell
2,721
-756
-22% -$270K 0.09% 65
2026
Q1 		$1.12M Sell
3,477
-38,009
-92% -$12.8M 0.1% 64
2025
Q4 		$13.9M Sell
41,486
-18,300
-31% -$6.09M 1.16% 10
2025
Q3 		$19.6M Buy
59,786
+55,319
+1,238% +$17.5M 1.68% 5
2025
Q2 		$1.36M Sell
4,467
-18,676
-81% -$5.25M 0.13% 57
2025
Q1 		$6.36M Buy
23,143
+14,437
+166% +$4.19M 0.66% 19
2024
Q4 		$2.52M Buy
8,706
+549
+7% +$160K 0.27% 45
2024
Q3 		$2.32M Sell
8,157
-6,042
-43% -$1.65M 0.24% 38
2024
Q2 		$3.79M Sell
14,199
-80
-0.6% -$20.7K 0.41% 26
2024
Q1 		$3.71M Sell
14,279
-305,210
-96% -$75.5M 0.43% 22
2023
Q4 		$75.8M Buy
319,489
+100,065
+46% +$22.1M 9.36% 1
2023
Q3 		$46.6M Sell
219,424
-740
-0.3% -$164K 6.2% 2
2023
Q2 		$48.5M Buy
220,164
+107,750
+96% +$22.5M 6.14% 2
2023
Q1 		$22.9M Buy
112,414
+5,994
+6% +$1.2M 3.03% 5
2022
Q4 		$20.3M Sell
106,420
-93,615
-47% -$18M 2.85% 10
2022
Q3 		$31.7M Buy
200,035
+72,995
+57% +$14.5M 4.9% 3
2022
Q2 		$24M Sell
127,040
-10,689
-8% -$2.2M 3.57% 5
2022
Q1 		$31.4M Sell
137,729
-176,320
-56% -$39.7M 4.08% 5
2021
Q4 		$75.8M Buy
314,049
+215
+0.1% +$50.8K 9.21% 2
2021
Q3 		$69.7M Buy
313,834
+32,120
+11% +$7.32M 8.72% 2
2021
Q2 		$62.8M Buy
281,714
+58,135
+26% +$12.6M 8.22% 1
2021
Q1 		$46.2M Buy
223,579
+13,400
+6% +$2.71M 6.77% 1
2020
Q4 		$40.9M Buy
210,179
+12,540
+6% +$2.29M 6.15% 2
2020
Q3 		$33.7M Buy
197,639
+62,467
+46% +$10.5M 5.22% 2
2020
Q2 		$21.2M Sell
135,172
-73,032
-35% -$10.8M 3.38% 4
2020
Q1 		$26.8M Buy
208,204
+44,400
+27% +$6.87M 4.42% 3
2019
Q4 		$26.8M Buy
163,804
+3,684
+2% +$577K 3.94% 3
2019
Q3 		$24.2M Buy
160,120
+200
+0.1% +$30.1K 3.71% 5
2019
Q2 		$24M Buy
159,920
+13,560
+9% +$2M 3.75% 5
2019
Q1 		$21.2M Buy
146,360
+53,905
+58% +$7.52M 3.63% 6
2018
Q4 		$11.8M Buy
92,455
+40,825
+79% +$5.64M 2.38% 13
2018
Q3 		$7.73M Buy
51,630
+49,900
+2,884% +$7.34M 1.4% 27
2018
Q2 		$243K Sell
1,730
-40
-2% -$5.58K 0.05% 62
2018
Q1 		$240K Hold
1,770
– – 0.04% 67
2017
Q4 		$243K Sell
1,770
-65
-4% -$8.7K 0.05% 59
2017
Q3 		$238K Hold
1,835
– – 0.05% 58
2017
Q2 		$228K Sell
1,835
-75
-4% -$9.24K 0.05% 58
2017
Q1 		$232K Hold
1,910
– – 0.06% 62
2016
Q4 		$220K Sell
1,910
-10
-0.5% -$1.13K 0.06% 68
2016
Q3 		$214K Buy
+1,920
New +$213K 0.08% 53
2015
Q4 		– Sell
-2,125
Closed -$209K – 72
2015
Q3 		$209K Hold
2,125
– – 0.08% 62
2015
Q2 		$227K Sell
2,125
-70
-3% -$7.64K 0.08% 50
2015
Q1 		$235K Sell
2,195
-150
-6% -$16K 0.08% 50
2014
Q4 		$249K Sell
2,345
-434
-16% -$44.9K 0.09% 54
2014
Q3 		$281K Sell
2,779
-70
-2% -$7.16K 0.11% 47
2014
Q2 		$290K Sell
2,849
-60
-2% -$5.91K 0.11% 45
2014
Q1 		$284K Hold
2,909
– – 0.11% 48
2013
Q4 		$279K Sell
2,909
-186
-6% -$17.1K 0.12% 49
2013
Q3 		$271K Sell
3,095
-665
-18% -$57.8K 0.13% 50
2013
Q2 		$312K Buy
+3,760
New +$312K 0.16% 51

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Estate Counselors's VTI Position: Q2 2026 in Review

Estate Counselors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, selling an estimated $270K and leaving 2,721 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #65.

Estate Counselors first reported a position in VTI in Q2 2013 and has held it in 50 quarters since. The position peaked at $75.8M in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Estate Counselors held 2,721 shares of Vanguard Morningstar Total Stock Market ETF worth $1.01M as of Q2 2026.
  • Estate Counselors sold 756 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $270K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Estate Counselors's portfolio in Q2 2026, its #65 holding.
  • Estate Counselors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 50 quarters since.
  • Estate Counselors's Vanguard Morningstar Total Stock Market ETF position peaked at $75.8M in Q4 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.