55 North Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
55 North Private Wealth's VTI Position: Q2 2026 in Review
55 North Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.07% in Q2 2026, selling an estimated $4.29K and leaving 17,564 shares worth $6.5M. The position accounts for 1.28% of the portfolio, ranked #14.
55 North Private Wealth first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- 55 North Private Wealth held 17,564 shares of Vanguard Morningstar Total Stock Market ETF worth $6.5M as of Q2 2026.
- 55 North Private Wealth sold 12 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
- Vanguard Morningstar Total Stock Market ETF made up 1.28% of 55 North Private Wealth's portfolio in Q2 2026, its #14 holding.
- 55 North Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.