Douglass Winthrop Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Douglass Winthrop 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	–	Sell	-898	Closed	-$288K	–	318
2026 Q1	$288K	Sell	898 -2,073	-70%	-$696K	0.01%	265
2025 Q4	$996K	Buy	2,971 +155	+6%	+$51.6K	0.02%	157
2025 Q3	$924K	Sell	2,816 -47,514	-94%	-$15M	0.02%	164
2025 Q2	$15.3M	Buy	+50,330	New	+$14.2M	0.28%	39
2020 Q3	–	Sell	-1,650	Closed	-$258K	–	271
2020 Q2	$258K	Sell	1,650 -1,098	-40%	-$162K	0.01%	219
2020 Q1	$354K	Sell	2,748 -1,025	-27%	-$158K	0.02%	185
2019 Q4	$617K	Buy	3,773 +550	+17%	+$86.2K	0.02%	166
2019 Q3	$487K	Sell	3,223 -50	-2%	-$7.54K	0.02%	180
2019 Q2	$491K	Hold	3,273	–	–	0.02%	176
2019 Q1	$474K	Hold	3,273	–	–	0.02%	163
2018 Q4	$418K	Buy	+3,273	New	+$452K	0.02%	177
2018 Q2	–	Sell	-1,661	Closed	-$225K	–	290
2018 Q1	$225K	Buy	+1,661	New	+$233K	0.01%	257

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

Douglass Winthrop Advisors's VTI Position: Q2 2026 in Review

Douglass Winthrop Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 898 shares — an estimated $288K sold.

Douglass Winthrop Advisors first reported a position in VTI in Q1 2018 and held it in 12 quarters. The position peaked at $15.3M in Q2 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Douglass Winthrop Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Douglass Winthrop Advisors sold 898 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $288K.
Douglass Winthrop Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and held it in 12 quarters.
Douglass Winthrop Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $15.3M in Q2 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.