Americana Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Americana Partners’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	$1.71M	Buy	4,611 +671	+17%	+$240K	0.04%	253
2026 Q1	$1.26M	Buy	3,940 +2,263	+135%	+$759K	0.03%	257
2025 Q4	$562K	Sell	1,677 -2,158	-56%	-$718K	0.02%	321
2025 Q3	$1.26M	Buy	3,835 +2,158	+129%	+$682K	0.04%	236
2025 Q2	$510K	Hold	1,677	–	–	0.02%	303
2025 Q1	$461K	Hold	1,677	–	–	0.02%	276
2024 Q4	$486K	Hold	1,677	–	–	0.02%	279
2024 Q3	$475K	Hold	1,677	–	–	0.03%	252
2024 Q2	$449K	Hold	1,677	–	–	0.04%	239
2024 Q1	$436K	Hold	1,677	–	–	0.04%	241
2023 Q4	$398K	Sell	1,677 -725	-30%	-$160K	0.04%	233
2023 Q3	$510K	Sell	2,402 -863	-26%	-$191K	0.06%	205
2023 Q2	$719K	Buy	3,265 +2,045	+168%	+$427K	0.09%	165
2023 Q1	$249K	Hold	1,220	–	–	0.04%	239
2022 Q4	$233K	Sell	1,220 -1,492	-55%	-$288K	0.04%	225
2022 Q3	$486K	Hold	2,712	–	–	0.09%	157
2022 Q2	$511K	Hold	2,712	–	–	0.09%	147
2022 Q1	$617K	Buy	+2,712	New	+$610K	0.19%	107

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

Americana Partners's VTI Position: Q2 2026 in Review

Americana Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, buying an estimated $240K and bringing the position to 4,611 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #253.

Americana Partners first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Americana Partners held 4,611 shares of Vanguard Morningstar Total Stock Market ETF worth $1.71M as of Q2 2026.
Americana Partners bought 671 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $240K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Americana Partners's portfolio in Q2 2026, its #253 holding.
Americana Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.