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Biltmore Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Biltmore Family Office’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 		$5.34M Sell
14,418
-17
-0.1% -$6.08K 0.7% 32
2026
Q1 		$4.63M Sell
14,435
-3,639
-20% -$1.22M 0.65% 31
2025
Q4 		$6.06M Buy
18,074
+4,707
+35% +$1.57M 0.84% 24
2025
Q3 		$4.4M Hold
13,367
– – 0.63% 33
2025
Q2 		$4.07M Buy
13,367
+19
+0.1% +$5.34K 0.69% 28
2025
Q1 		$3.67M Hold
13,348
– – 0.63% 29
2024
Q4 		$3.87M Hold
13,348
– – 0.65% 29
2024
Q3 		$3.79M Buy
13,348
+722
+6% +$197K 0.65% 27
2024
Q2 		$3.39M Hold
12,626
– – 0.62% 29
2024
Q1 		$3.28M Hold
12,626
– – 0.65% 28
2023
Q4 		$3M Buy
12,626
+3,351
+36% +$741K 0.62% 26
2023
Q3 		$1.97M Hold
9,275
– – 0.45% 44
2023
Q2 		$2.04M Sell
9,275
-5,678
-38% -$1.18M 0.43% 40
2023
Q1 		$3.05M Buy
14,953
+14,445
+2,844% +$2.89M 0.64% 25
2022
Q4 		$97.1K Sell
508
-564
-53% -$109K 0.02% 217
2022
Q3 		$192K Hold
1,072
– – 0.04% 165
2022
Q2 		$202K Hold
1,072
– – 0.05% 165
2022
Q1 		$244K Hold
1,072
– – 0.05% 163
2021
Q4 		$259K Hold
1,072
– – 0.05% 176
2021
Q3 		$238K Buy
1,072
+508
+90% +$116K 0.06% 162
2021
Q2 		$126K Hold
564
– – 0.04% 160
2021
Q1 		$117K Hold
564
– – 0.04% 153
2020
Q4 		$110K Hold
564
– – 0.03% 155
2020
Q3 		$96K Sell
564
-6
-1% -$1.01K 0.05% 137
2020
Q2 		$89K Buy
570
+564
+9,400% +$83.2K 0.05% 147
2020
Q1 		$1K Sell
6
-145
-96% -$22.4K ﹤0.01% 172
2019
Q4 		$25K Buy
151
+6
+4% +$940 0.01% 182
2019
Q3 		$22K Hold
145
– – 0.01% 161
2019
Q2 		$22K Buy
+145
New +$21.4K 0.01% 149

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

Biltmore Family Office's VTI Position: Q2 2026 in Review

Biltmore Family Office reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q2 2026, selling an estimated $6.08K and leaving 14,418 shares worth $5.34M. The position accounts for 0.7% of the portfolio, ranked #32.

Biltmore Family Office first reported a position in VTI in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.06M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Biltmore Family Office held 14,418 shares of Vanguard Morningstar Total Stock Market ETF worth $5.34M as of Q2 2026.
  • Biltmore Family Office sold 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.7% of Biltmore Family Office's portfolio in Q2 2026, its #32 holding.
  • Biltmore Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
  • Biltmore Family Office's Vanguard Morningstar Total Stock Market ETF position peaked at $6.06M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.