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Covestor’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Covestor’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 		$3.77M Buy
10,182
+467
+5% +$167K 2.18% 1
2026
Q1 		$3.12M Buy
9,715
+359
+4% +$120K 2.16% 2
2025
Q4 		$3.14M Buy
9,356
+131
+1% +$43.6K 1.64% 2
2025
Q3 		$3.03M Buy
9,225
+377
+4% +$119K 1.67% 1
2025
Q2 		$2.69M Buy
8,848
+2,406
+37% +$677K 1.59% 1
2025
Q1 		$1.77M Sell
6,442
-583
-8% -$169K 1.18% 2
2024
Q4 		$2.04M Buy
7,025
+293
+4% +$85.5K 1.27% 2
2024
Q3 		$1.91M Buy
6,732
+427
+7% +$116K 1.19% 2
2024
Q2 		$1.69M Buy
6,305
+232
+4% +$60K 1.09% 4
2024
Q1 		$1.58M Buy
6,073
+615
+11% +$152K 1% 3
2023
Q4 		$1.29M Buy
5,458
+75
+1% +$16.6K 0.89% 4
2023
Q3 		$1.14M Sell
5,383
-198
-4% -$43.8K 0.86% 6
2023
Q2 		$1.23M Sell
5,581
-75
-1% -$15.6K 0.94% 2
2023
Q1 		$1.15M Buy
5,656
+424
+8% +$84.9K 1.01% 2
2022
Q4 		$1M Buy
5,232
+494
+10% +$95.2K 0.82% 5
2022
Q3 		$850K Buy
4,738
+446
+10% +$88.9K 0.75% 8
2022
Q2 		$810K Sell
4,292
-174
-4% -$35.7K 0.64% 11
2022
Q1 		$1.02M Buy
4,466
+2,914
+188% +$655K 0.68% 11
2021
Q4 		$375K Buy
+1,552
New +$366K 0.53% 7

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

Covestor's VTI Position: Q2 2026 in Review

Covestor increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.8% in Q2 2026, buying an estimated $167K and bringing the position to 10,182 shares worth $3.77M. The position accounts for 2.18% of the portfolio, ranked #1.

Covestor first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Covestor held 10,182 shares of Vanguard Morningstar Total Stock Market ETF worth $3.77M as of Q2 2026.
  • Covestor bought 467 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $167K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.18% of Covestor's portfolio in Q2 2026, its #1 holding.
  • Covestor first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.