Evernest Financial Advisors’s Vanguard Morningstar 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 Q2	$1.18M	Buy	3,186 +580	+22%	+$207K	0.25%	65
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evernest Financial Advisors's VTI Position: Q2 2026 in Review

Evernest Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, buying an estimated $207K and bringing the position to 3,186 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #65.

Evernest Financial Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Evernest Financial Advisors held 3,186 shares of Vanguard Morningstar Total Stock Market ETF worth $1.18M as of Q2 2026.
Evernest Financial Advisors bought 580 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $207K.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Evernest Financial Advisors's portfolio in Q2 2026, its #65 holding.
Evernest Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.