Ethic Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ethic Inc’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	$2.51M	Buy	6,781 +5,631	+490%	+$2.01M	0.03%	448
2026 Q1	$369K	Sell	1,150 -215	-16%	-$72.1K	0.01%	978
2025 Q4	$458K	Buy	1,365 +66	+5%	+$22K	0.01%	879
2025 Q3	$426K	Buy	1,299 +533	+70%	+$168K	0.01%	884
2025 Q2	$232K	Buy	+766	New	+$215K	﹤0.01%	1065
2025 Q1	–	Sell	-12,114	Closed	-$3.51M	–	1225
2024 Q4	$3.51M	Buy	+12,114	New	+$3.53M	0.07%	286
2022 Q1	–	Sell	-904	Closed	-$218K	–	778
2021 Q4	$218K	Buy	+904	New	+$213K	0.02%	597

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Ethic Inc's VTI Position: Q2 2026 in Review

Ethic Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 490% in Q2 2026, buying an estimated $2.01M and bringing the position to 6,781 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #448.

Ethic Inc first reported a position in VTI in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.51M in Q4 2024. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ethic Inc held 6,781 shares of Vanguard Morningstar Total Stock Market ETF worth $2.51M as of Q2 2026.
Ethic Inc bought 5,631 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.01M.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #448 holding.
Ethic Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 7 quarters since.
Ethic Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $3.51M in Q4 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.