AO
VTI icon

Advisor OS’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advisor OS’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 		$20.2M Buy
54,673
+213
+0.4% +$76.2K 1.35% 15
2026
Q1 		$17.5M Buy
54,460
+292
+0.5% +$98K 1.26% 18
2025
Q4 		$18.2M Sell
54,168
-1,972
-4% -$656K 1.46% 16
2025
Q3 		$18.4M Buy
56,140
+833
+2% +$263K 1.59% 15
2025
Q2 		$16.8M Sell
55,307
-1,718
-3% -$483K 1.65% 14
2025
Q1 		$15.7M Buy
57,025
+1,611
+3% +$468K 1.78% 12
2024
Q4 		$16.1M Sell
55,414
-11
-0% -$3.21K 1.86% 14
2024
Q3 		$15.7M Buy
55,425
+1,050
+2% +$286K 1.56% 18
2024
Q2 		$14.5M Buy
54,375
+2,860
+6% +$740K 1.59% 16
2024
Q1 		$13.4M Sell
51,515
-692
-1% -$171K 1.54% 14
2023
Q4 		$12.4M Buy
52,207
+1,201
+2% +$266K 1.61% 11
2023
Q3 		$10.8M Buy
51,006
+5,642
+12% +$1.25M 1.62% 13
2023
Q2 		$9.99M Buy
45,364
+40,309
+797% +$8.41M 1.63% 13
2023
Q1 		$1.03M Buy
5,055
+1,888
+60% +$378K 0.25% 104
2022
Q4 		$605K Buy
+3,167
New +$610K 0.16% 136
2022
Q1 		– Sell
-890
Closed -$215K – 249
2021
Q4 		$215K Buy
+890
New +$210K 0.04% 232

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

Advisor OS's VTI Position: Q2 2026 in Review

Advisor OS increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.39% in Q2 2026, buying an estimated $76.2K and bringing the position to 54,673 shares worth $20.2M. The position accounts for 1.35% of the portfolio, ranked #15.

Advisor OS first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Advisor OS held 54,673 shares of Vanguard Morningstar Total Stock Market ETF worth $20.2M as of Q2 2026.
  • Advisor OS bought 213 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $76.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.35% of Advisor OS's portfolio in Q2 2026, its #15 holding.
  • Advisor OS first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.