Everpar Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Everpar 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	$1.72M	Sell	4,643 -35	-0.7%	-$12.5K	0.49%	43
2026 Q1	$1.5M	Sell	4,678 -13	-0.3%	-$4.36K	0.52%	38
2025 Q4	$1.57M	Buy	4,691 +13	+0.3%	+$4.33K	0.58%	33
2025 Q3	$1.54M	Buy	4,678 +14	+0.3%	+$4.42K	0.61%	31
2025 Q2	$1.42M	Buy	4,664 +413	+10%	+$116K	0.64%	29
2025 Q1	$1.17M	Hold	4,251	–	–	0.62%	34
2024 Q4	$1.23M	Buy	4,251 +50	+1%	+$14.6K	0.62%	31
2024 Q3	$1.19M	Buy	4,201 +73	+2%	+$19.9K	0.62%	32
2024 Q2	$1.1M	Buy	4,128 +881	+27%	+$228K	0.55%	36
2024 Q1	$844K	Sell	3,247 -576	-15%	-$143K	0.51%	44
2023 Q4	$907K	Buy	+3,823	New	+$845K	0.42%	72

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

Everpar Advisors's VTI Position: Q2 2026 in Review

Everpar Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.75% in Q2 2026, selling an estimated $12.5K and leaving 4,643 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #43.

Everpar Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Everpar Advisors held 4,643 shares of Vanguard Morningstar Total Stock Market ETF worth $1.72M as of Q2 2026.
Everpar Advisors sold 35 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.49% of Everpar Advisors's portfolio in Q2 2026, its #43 holding.
Everpar Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.