Colonial Trust Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Colonial Trust 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	$1.43M	Sell	3,866 -25	-0.6%	-$8.94K	0.1%	109
2026 Q1	$1.25M	Sell	3,891 -94	-2%	-$31.5K	0.1%	112
2025 Q4	$1.34M	Buy	3,985 +1	+0%	+$333	0.1%	107
2025 Q3	$1.31M	Buy	3,984 +1	+0%	+$316	0.1%	109
2025 Q2	$1.21M	Sell	3,983 -135	-3%	-$38K	0.1%	112
2025 Q1	$1.13M	Buy	4,118 +231	+6%	+$67.1K	0.1%	113
2024 Q4	$1.13M	Sell	3,887 -51	-1%	-$14.9K	0.1%	114
2024 Q3	$1.11M	Buy	3,938 +3,185	+423%	+$869K	0.1%	114
2024 Q2	$201K	Sell	753 -119	-14%	-$30.8K	0.02%	180
2024 Q1	$227K	Hold	872	–	–	0.02%	178
2023 Q4	$207K	Buy	872 +1	+0.1%	+$221	0.02%	182
2023 Q3	$185K	Hold	871	–	–	0.02%	191
2023 Q2	$192K	Buy	871 +1	+0.1%	+$209	0.02%	193
2023 Q1	$178K	Sell	870 -300	-26%	-$60.1K	0.02%	202
2022 Q4	$224K	Buy	1,170 +97	+9%	+$18.7K	0.03%	192
2022 Q3	$193K	Buy	+1,073	New	+$214K	0.03%	190
2018 Q1	–	Sell	-1,614	Closed	-$222K	–	159
2017 Q4	$222K	Buy	+1,614	New	+$216K	0.03%	155

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

Colonial Trust Advisors's VTI Position: Q2 2026 in Review

Colonial Trust Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.64% in Q2 2026, selling an estimated $8.94K and leaving 3,866 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #109.

Colonial Trust Advisors first reported a position in VTI in Q4 2017 and has held it in 17 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Colonial Trust Advisors held 3,866 shares of Vanguard Morningstar Total Stock Market ETF worth $1.43M as of Q2 2026.
Colonial Trust Advisors sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Colonial Trust Advisors's portfolio in Q2 2026, its #109 holding.
Colonial Trust Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 17 quarters since.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.