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

Battery Global 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 		$63.2M Sell
170,698
-4,971
-3% -$1.78M 31.61% 1
2026
Q1 		$56.4M Buy
175,669
+175,298
+47,250% +$58.8M 30.27% 1
2025
Q4 		$280K Sell
371
-190,109
-100% -$63.2M 0.13% 35
2025
Q3 		$62.7M Buy
190,480
+6,538
+4% +$2.07M 29.47% 1
2025
Q2 		$56.1M Buy
183,942
+15,405
+9% +$4.33M 27.64% 1
2025
Q1 		$46.3M Buy
168,537
+10,903
+7% +$3.17M 25.84% 1
2024
Q4 		$45.7M Buy
157,634
+8,173
+5% +$2.38M 24.42% 1
2024
Q3 		$42.5M Buy
149,461
+6,007
+4% +$1.64M 23.07% 1
2024
Q2 		$38.5M Buy
143,454
+30,320
+27% +$7.85M 25.48% 1
2024
Q1 		$29.4M Buy
113,134
+24,324
+27% +$6.02M 23.85% 2
2023
Q4 		$21.1M Buy
+88,810
New +$19.6M 16.14% 2

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

Battery Global Advisors's VTI Position: Q2 2026 in Review

Battery Global Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, selling an estimated $1.78M and leaving 170,698 shares worth $63.2M. The position accounts for 31.61% of the portfolio, ranked #1.

Battery Global Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Battery Global Advisors held 170,698 shares of Vanguard Morningstar Total Stock Market ETF worth $63.2M as of Q2 2026.
  • Battery Global Advisors sold 4,971 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.78M.
  • Vanguard Morningstar Total Stock Market ETF made up 31.61% of Battery Global Advisors's portfolio in Q2 2026, its #1 holding.
  • Battery Global Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.