AlTi Global’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

AlTi Global’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	$183M	Sell	494,367 -6,325	-1%	-$2.26M	3.78%	6
2026 Q1	$161M	Buy	500,692 +8,132	+2%	+$2.73M	3.5%	6
2025 Q4	$165M	Buy	492,560 +1,054	+0.2%	+$351K	3.54%	6
2025 Q3	$162M	Sell	491,506 -15,857	-3%	-$5.01M	3.79%	5
2025 Q2	$155M	Sell	507,363 -24,549	-5%	-$6.9M	3.88%	6
2025 Q1	$146M	Sell	531,912 -5,035	-0.9%	-$1.46M	3.83%	6
2024 Q4	$156M	Sell	536,947 -629	-0.1%	-$184K	3.76%	6
2024 Q3	$153M	Buy	537,576 +7,647	+1%	+$2.09M	3.67%	6
2024 Q2	$142M	Buy	529,929 +5,288	+1%	+$1.37M	3.82%	6
2024 Q1	$136M	Buy	524,641 +9,521	+2%	+$2.36M	3.79%	6
2023 Q4	$122M	Buy	+515,120	New	+$114M	3.74%	6

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

AlTi Global's VTI Position: Q2 2026 in Review

AlTi Global reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $2.26M and leaving 494,367 shares worth $183M. The position accounts for 3.78% of the portfolio, ranked #6.

AlTi Global first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

AlTi Global held 494,367 shares of Vanguard Morningstar Total Stock Market ETF worth $183M as of Q2 2026.
AlTi Global sold 6,325 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.26M.
Vanguard Morningstar Total Stock Market ETF made up 3.78% of AlTi Global's portfolio in Q2 2026, its #6 holding.
AlTi Global first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.