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 Q2	$4.53M	Sell	12,229 -11	-0.1%	-$3.93K	2.18%	4
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 $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

Everstar Asset Management's VTI Position: Q2 2026 in Review

Everstar Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, selling an estimated $3.93K and leaving 12,229 shares worth $4.53M. The position accounts for 2.18% of the portfolio, ranked #4.

Everstar Asset Management first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Everstar Asset Management held 12,229 shares of Vanguard Morningstar Total Stock Market ETF worth $4.53M as of Q2 2026.
Everstar Asset Management sold 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
Vanguard Morningstar Total Stock Market ETF made up 2.18% of Everstar Asset Management's portfolio in Q2 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 8 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.