Bill Few Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bill Few Associates’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	$2.39M	Buy	6,453 +2,095	+48%	+$749K	0.51%	49
2026 Q1	$1.4M	Sell	4,358 -109	-2%	-$36.6K	0.33%	64
2025 Q4	$1.5M	Hold	4,467	–	–	0.37%	61
2025 Q3	$1.47M	Buy	4,467 +82	+2%	+$25.9K	0.38%	60
2025 Q2	$1.33M	Hold	4,385	–	–	0.38%	61
2025 Q1	$1.21M	Sell	4,385 -137	-3%	-$39.8K	0.43%	58
2024 Q4	$1.31M	Hold	4,522	–	–	0.46%	55
2024 Q3	$1.28M	Hold	4,522	–	–	0.45%	55
2024 Q2	$1.21M	Hold	4,522	–	–	0.46%	54
2024 Q1	$1.18M	Hold	4,522	–	–	0.48%	53
2023 Q4	$1.07M	Hold	4,522	–	–	0.49%	53
2023 Q3	$961K	Sell	4,522 -424	-9%	-$93.9K	0.5%	48
2023 Q2	$1.09M	Sell	4,946 -341	-6%	-$71.1K	0.56%	43
2023 Q1	$1.08M	Buy	5,287 +297	+6%	+$59.5K	0.6%	41
2022 Q4	$954K	Buy	4,990 +1,568	+46%	+$302K	0.56%	41
2022 Q3	$614K	Buy	3,422 +35	+1%	+$6.98K	0.42%	55
2022 Q2	$639K	Hold	3,387	–	–	0.41%	52
2022 Q1	$771K	Hold	3,387	–	–	0.42%	50
2021 Q4	$818K	Buy	+3,387	New	+$800K	0.42%	47

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

Bill Few Associates's VTI Position: Q2 2026 in Review

Bill Few Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 48% in Q2 2026, buying an estimated $749K and bringing the position to 6,453 shares worth $2.39M. The position accounts for 0.51% of the portfolio, ranked #49.

Bill Few Associates first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Bill Few Associates held 6,453 shares of Vanguard Morningstar Total Stock Market ETF worth $2.39M as of Q2 2026.
Bill Few Associates bought 2,095 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $749K.
Vanguard Morningstar Total Stock Market ETF made up 0.51% of Bill Few Associates's portfolio in Q2 2026, its #49 holding.
Bill Few Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.