EMC
VTI icon

Everest Management Corp’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Everest Management Corp’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 		$4.73M Buy
12,771
+1
+0% +$358 1.76% 18
2026
Q1 		$4.1M Sell
12,770
-2,363
-16% -$793K 2.08% 14
2025
Q4 		$5.07M Buy
15,133
+6,268
+71% +$2.09M 2.83% 7
2025
Q3 		$2.91M Buy
8,865
+395
+5% +$125K 1.85% 13
2025
Q2 		$2.57M Buy
8,470
+322
+4% +$90.6K 1.85% 12
2025
Q1 		$2.24M Buy
8,148
+27
+0.3% +$7.84K 2.04% 12
2024
Q4 		$2.35M Buy
+8,121
New +$2.37M 2.07% 12

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

Everest Management Corp's VTI Position: Q2 2026 in Review

Everest Management Corp increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $358 and bringing the position to 12,771 shares worth $4.73M. The position accounts for 1.76% of the portfolio, ranked #18.

Everest Management Corp first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.07M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Everest Management Corp held 12,771 shares of Vanguard Morningstar Total Stock Market ETF worth $4.73M as of Q2 2026.
  • Everest Management Corp bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 1.76% of Everest Management Corp's portfolio in Q2 2026, its #18 holding.
  • Everest Management Corp first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Everest Management Corp's Vanguard Morningstar Total Stock Market ETF position peaked at $5.07M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.