Annis Gardner Whiting Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Annis Gardner Whiting 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	$43M	Sell	116,320 -9	-0%	-$3.22K	6.46%	2
2026 Q1	$37.3M	Buy	116,329 +8,955	+8%	+$3M	5.98%	3
2025 Q4	$36M	Buy	107,374 +1,864	+2%	+$620K	6.82%	2
2025 Q3	$34.7M	Buy	105,510 +560	+0.5%	+$177K	7.16%	2
2025 Q2	$32M	Buy	104,950 +4,652	+5%	+$1.31M	11.07%	1
2025 Q1	$27.6M	Buy	100,298 +5,942	+6%	+$1.73M	11.66%	1
2024 Q4	$27.3M	Buy	94,356 +305	+0.3%	+$89K	7.66%	2
2024 Q3	$26.7M	Buy	94,051 +26,674	+40%	+$7.28M	7.52%	2
2024 Q2	$18.1M	Buy	67,377 +7,320	+12%	+$1.89M	5.14%	2
2024 Q1	$15.6M	Buy	60,057 +2,388	+4%	+$591K	5.59%	2
2023 Q4	$13.7M	Sell	57,669 -1,501	-3%	-$332K	6.05%	2
2023 Q3	$12.6M	Buy	+59,170	New	+$13.1M	6.7%	2

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

Annis Gardner Whiting Capital Advisors's VTI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, selling an estimated $3.22K and leaving 116,320 shares worth $43M. The position accounts for 6.46% of the portfolio, ranked #2.

Annis Gardner Whiting Capital Advisors first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 116,320 shares of Vanguard Morningstar Total Stock Market ETF worth $43M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 9 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.22K.
Vanguard Morningstar Total Stock Market ETF made up 6.46% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #2 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.