Anchor Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Anchor Capital Advisors’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	$683K	Sell	1,845 -493	-21%	-$176K	0.02%	190
2026 Q1	$750K	Buy	2,338 +418	+22%	+$140K	0.02%	181
2025 Q4	$644K	Hold	1,920	–	–	0.02%	198
2025 Q3	$630K	Hold	1,920	–	–	0.02%	198
2025 Q2	$584K	Hold	1,920	–	–	0.02%	200
2025 Q1	$528K	Sell	1,920 -300	-14%	-$87.2K	0.02%	199
2024 Q4	$643K	Hold	2,220	–	–	0.02%	197
2024 Q3	$629K	Hold	2,220	–	–	0.02%	193
2024 Q2	$594K	Hold	2,220	–	–	0.02%	193
2024 Q1	$577K	Sell	2,220 -700	-24%	-$173K	0.02%	198
2023 Q4	$693K	Hold	2,920	–	–	0.02%	190
2023 Q3	$620K	Hold	2,920	–	–	0.02%	197
2023 Q2	$643K	Hold	2,920	–	–	0.02%	203
2023 Q1	$596K	Buy	+2,920	New	+$585K	0.02%	206

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

Anchor Capital Advisors's VTI Position: Q2 2026 in Review

Anchor Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, selling an estimated $176K and leaving 1,845 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #190.

Anchor Capital Advisors first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $750K in Q1 2026. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Anchor Capital Advisors held 1,845 shares of Vanguard Morningstar Total Stock Market ETF worth $683K as of Q2 2026.
Anchor Capital Advisors sold 493 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $176K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Anchor Capital Advisors's portfolio in Q2 2026, its #190 holding.
Anchor Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Anchor Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $750K in Q1 2026.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.