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Addis & Hill’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Addis & Hill’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 		$22.5M Sell
60,866
-1,472
-2% -$526K 12.41% 3
2026
Q1 		$20M Sell
62,338
-1,064
-2% -$357K 12.16% 2
2025
Q4 		$21.3M Sell
63,402
-3,016
-5% -$1M 12.88% 2
2025
Q3 		$21.9M Sell
66,418
-1,455
-2% -$460K 13.34% 2
2025
Q2 		$20.6M Sell
67,873
-5,839
-8% -$1.64M 13.47% 2
2025
Q1 		$20.3M Sell
73,712
-1,008
-1% -$293K 14.14% 2
2024
Q4 		$21.7M Buy
74,720
+575
+0.8% +$168K 16.01% 2
2024
Q3 		$21M Sell
74,145
-521
-0.7% -$142K 16.08% 2
2024
Q2 		$20.1M Sell
74,666
-1,624
-2% -$420K 16.78% 2
2024
Q1 		$19.7M Sell
76,290
-5,360
-7% -$1.33M 16.77% 2
2023
Q4 		$20.8M Buy
+81,650
New +$18.1M 18.51% 2

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

Addis & Hill's VTI Position: Q2 2026 in Review

Addis & Hill reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $526K and leaving 60,866 shares worth $22.5M. The position accounts for 12.41% of the portfolio, ranked #3.

Addis & Hill first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Addis & Hill held 60,866 shares of Vanguard Morningstar Total Stock Market ETF worth $22.5M as of Q2 2026.
  • Addis & Hill sold 1,472 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $526K.
  • Vanguard Morningstar Total Stock Market ETF made up 12.41% of Addis & Hill's portfolio in Q2 2026, its #3 holding.
  • Addis & Hill first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.