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Everpar Advisors’s Vanguard 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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Everpar Advisors's VTI Position: Q2 2026 in Review

Everpar Advisors reduced its Vanguard 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. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Everpar Advisors held 4,643 shares of Vanguard Total Stock Market ETF worth $1.72M as of Q2 2026.
  • Everpar Advisors sold 35 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard 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 Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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