Adventist Health System West’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Adventist Health System West’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	$1.46M	Hold	3,950	–	–	0.23%	9
2026 Q1	$1.27M	Buy	+3,950	New	+$1.33M	0.22%	9
2022 Q1	–	Sell	-1,951,152	Closed	-$471M	–	6
2021 Q4	$471M	Sell	1,951,152 -24,212	-1%	-$5.72M	70.5%	1
2021 Q3	$439M	Sell	1,975,364 -382,468	-16%	-$87.2M	66.47%	1
2021 Q2	$525M	Hold	2,357,832	–	–	76.91%	1
2021 Q1	$487M	Sell	2,357,832 -198,485	-8%	-$40.2M	72.37%	1
2020 Q4	$498M	Buy	2,556,317 +239,400	+10%	+$43.8M	77.45%	1
2020 Q3	$395M	Sell	2,316,917 -5,065	-0.2%	-$852K	65.15%	1
2020 Q2	$363M	Buy	2,321,982 +215,600	+10%	+$31.8M	77.42%	1
2020 Q1	$272M	Buy	2,106,382 +404,240	+24%	+$62.5M	80.09%	1
2019 Q4	$279M	Buy	1,702,142 +67,742	+4%	+$10.6M	95.35%	1
2019 Q3	$247M	Buy	1,634,400 +206,900	+14%	+$31.2M	80.49%	1
2019 Q2	$214M	Buy	1,427,500 +74,370	+5%	+$11M	71.68%	1
2019 Q1	$196M	Buy	1,353,130 +135,610	+11%	+$18.9M	62.67%	1
2018 Q4	$155M	Buy	+1,217,520	New	+$168M	61.41%	1

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

Adventist Health System West's VTI Position: Q2 2026 in Review

Adventist Health System West held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,950 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #9.

Adventist Health System West first reported a position in VTI in Q4 2018 and has held it in 15 quarters since. The position peaked at $525M in Q2 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Adventist Health System West held 3,950 shares of Vanguard Morningstar Total Stock Market ETF worth $1.46M as of Q2 2026.
Adventist Health System West left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Adventist Health System West's portfolio in Q2 2026, its #9 holding.
Adventist Health System West first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 15 quarters since.
Adventist Health System West's Vanguard Morningstar Total Stock Market ETF position peaked at $525M in Q2 2021.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Adventist Health System West's 13F filing for Q2 2026, filed 14 Aug 2026.