EWA
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EverSource Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

EverSource Wealth 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 		$33.6M Sell
90,866
-30,712
-25% -$11M 1.13% 13
2026
Q1 		$39M Buy
121,578
+25,819
+27% +$8.66M 1.19% 12
2025
Q4 		$32.1M Buy
95,759
+974
+1% +$324K 1.18% 17
2025
Q3 		$31.1M Buy
94,785
+7,990
+9% +$2.52M 1.23% 13
2025
Q2 		$26.4M Buy
86,795
+14,362
+20% +$4.04M 1.19% 13
2025
Q1 		$19.9M Buy
72,433
+2,922
+4% +$849K 1.09% 19
2024
Q4 		$20.1M Buy
69,511
+2,331
+3% +$680K 1.13% 18
2024
Q3 		$19M Sell
67,180
-420
-0.6% -$115K 1.2% 15
2024
Q2 		$18.4M Sell
67,600
-81
-0.1% -$21K 1.22% 14
2024
Q1 		$16.8M Buy
67,681
+2,801
+4% +$693K 1.32% 13
2023
Q4 		$15.4M Sell
64,880
-6,487
-9% -$1.43M 1.41% 12
2023
Q3 		$15.2M Sell
71,367
-1,570
-2% -$348K 1.61% 9
2023
Q2 		$16.1M Sell
72,937
-1,142
-2% -$238K 1.77% 8
2023
Q1 		$15.1M Buy
74,079
+320
+0.4% +$64.1K 1.88% 7
2022
Q4 		$14.1M Buy
73,759
+10,129
+16% +$1.95M 2.14% 7
2022
Q3 		$11.4M Sell
63,630
-3,805
-6% -$758K 2.61% 4
2022
Q2 		$12.7M Buy
67,435
+1,257
+2% +$258K 3.28% 4
2022
Q1 		$15.1M Buy
66,178
+1,485
+2% +$334K 3.82% 3
2021
Q4 		$15.6M Buy
+64,693
New +$15.3M 4.37% 3

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

EverSource Wealth Advisors's VTI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 25% in Q2 2026, selling an estimated $11M and leaving 90,866 shares worth $33.6M. The position accounts for 1.13% of the portfolio, ranked #13.

EverSource Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $39M in Q1 2026. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • EverSource Wealth Advisors held 90,866 shares of Vanguard Morningstar Total Stock Market ETF worth $33.6M as of Q2 2026.
  • EverSource Wealth Advisors sold 30,712 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $39M in Q1 2026.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.