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Everstar Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Everstar Asset Management’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 		$3.93M Buy
12,240
+1,008
+9% +$338K 2.09% 4
2025
Q4 		$3.77M Sell
11,232
-76
-0.7% -$25.3K 2.02% 4
2025
Q3 		$3.71M Sell
11,308
-212
-2% -$67K 2.1% 4
2025
Q2 		$3.5M Sell
11,520
-309
-3% -$86.9K 2.14% 4
2025
Q1 		$3.25M Sell
11,829
-185
-2% -$53.7K 2.15% 4
2024
Q4 		$3.48M Buy
12,014
+10,071
+518% +$2.94M 2.46% 4
2024
Q3 		$550K Buy
+1,943
New +$530K 0.38% 78

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 $12.8B AUM 19.73% 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

Everstar Asset Management's VTI Position: Q1 2026 in Review

Everstar Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9% in Q1 2026, buying an estimated $338K and bringing the position to 12,240 shares worth $3.93M. The position accounts for 2.09% of the portfolio, ranked #4.

Everstar Asset Management first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Everstar Asset Management held 12,240 shares of Vanguard Morningstar Total Stock Market ETF worth $3.93M as of Q1 2026.
  • Everstar Asset Management bought 1,008 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $338K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.09% of Everstar Asset Management's portfolio in Q1 2026, its #4 holding.
  • Everstar Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.