EFA
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Evernest Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Evernest Financial Advisors’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 		$919K Sell
2,606
-353
-12% -$118K 0.19% 80
2025
Q4 		$1.01M Buy
2,959
+1,384
+88% +$460K 0.21% 74
2025
Q3 		$517K Buy
1,575
+879
+126% +$278K 0.14% 114
2025
Q2 		$212K Buy
+696
New +$196K 0.07% 160
2025
Q1 		– Sell
-696
Closed -$202K – 171
2024
Q4 		$202K Buy
+696
New +$203K 0.05% 155

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evernest Financial Advisors's VTI Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 12% in Q1 2026, selling an estimated $118K and leaving 2,606 shares worth $919K. The position accounts for 0.19% of the portfolio, ranked #80.

Evernest Financial Advisors first reported a position in VTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Evernest Financial Advisors held 2,606 shares of Vanguard Total Stock Market ETF worth $919K as of Q1 2026.
  • Evernest Financial Advisors sold 353 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $118K.
  • Vanguard Total Stock Market ETF made up 0.19% of Evernest Financial Advisors's portfolio in Q1 2026, its #80 holding.
  • Evernest Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
  • Evernest Financial Advisors's Vanguard Total Stock Market ETF position peaked at $1.01M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.