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Everhart Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Everhart Financial Group’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 		$64.7M Sell
174,721
-5,172
-3% -$1.85M 4.14% 4
2026
Q1 		$57.7M Sell
179,893
-4,510
-2% -$1.51M 4.91% 3
2025
Q4 		$61.8M Sell
184,403
-18,401
-9% -$6.12M 5.73% 3
2025
Q3 		$66.6M Sell
202,804
-4,785
-2% -$1.51M 6.67% 3
2025
Q2 		$63.1M Sell
207,589
-6,056
-3% -$1.7M 7.29% 3
2025
Q1 		$58.7M Buy
213,645
+83,094
+64% +$24.1M 8.03% 3
2024
Q4 		$37.8M Buy
130,551
+4,909
+4% +$1.43M 7.79% 1
2024
Q3 		$35.2M Buy
125,642
+3,345
+3% +$912K 7.79% 1
2024
Q2 		$32.3M Sell
122,297
-1,128
-0.9% -$292K 8.39% 1
2024
Q1 		$31.7M Buy
123,425
+2,852
+2% +$706K 9.23% 1
2023
Q4 		$28.2M Buy
120,573
+1,298
+1% +$287K 10.01% 1
2023
Q3 		$25M Buy
119,275
+4,176
+4% +$924K 10.6% 1
2023
Q2 		$18.6M Buy
115,099
+1,228
+1% +$256K 7.68% 1
2023
Q1 		$22.9M Buy
113,871
+1,481
+1% +$296K 10.28% 1
2022
Q4 		$21.2M Buy
112,390
+22,297
+25% +$4.3M 10.64% 1
2022
Q3 		$16.2M Buy
90,093
+3,350
+4% +$668K 8.95% 1
2022
Q2 		$16.4M Sell
86,743
-5,408
-6% -$1.11M 9.94% 1
2022
Q1 		$21M Sell
92,151
-245
-0.3% -$55.1K 12.13% 1
2021
Q4 		$22.3M Buy
92,396
+716
+0.8% +$169K 13.47% 1
2021
Q3 		$20.4M Buy
91,680
+1,147
+1% +$262K 13.95% 1
2021
Q2 		$20.2M Buy
90,533
+3,506
+4% +$761K 13.88% 1
2021
Q1 		$18M Buy
87,027
+748
+0.9% +$151K 15.78% 1
2020
Q4 		$16.8M Buy
+86,279
New +$15.8M 15.5% 1

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

Everhart Financial Group's VTI Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, selling an estimated $1.85M and leaving 174,721 shares worth $64.7M. The position accounts for 4.14% of the portfolio, ranked #4.

Everhart Financial Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $66.6M in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Everhart Financial Group held 174,721 shares of Vanguard Morningstar Total Stock Market ETF worth $64.7M as of Q2 2026.
  • Everhart Financial Group sold 5,172 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.85M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.14% of Everhart Financial Group's portfolio in Q2 2026, its #4 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $66.6M in Q3 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.