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Durante & Waters’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Durante & Waters’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 		$6.47M Sell
17,494
-999
-5% -$357K 4.24% 6
2026
Q1 		$5.93M Sell
18,493
-300
-2% -$101K 4.29% 6
2025
Q4 		$6.3M Buy
18,793
+515
+3% +$171K 4.39% 6
2025
Q3 		$6M Buy
18,278
+184
+1% +$58.1K 4.41% 6
2025
Q2 		$5.5M Sell
18,094
-300
-2% -$84.4K 4.33% 6
2025
Q1 		$5.06M Sell
18,394
-138
-0.7% -$40.1K 4.25% 7
2024
Q4 		$5.37M Sell
18,532
-57
-0.3% -$16.6K 4.43% 6
2024
Q3 		$5.26M Buy
18,589
+23
+0.1% +$6.27K 4.42% 6
2024
Q2 		$4.97M Sell
18,566
-348
-2% -$90.1K 4.42% 6
2024
Q1 		$4.92M Sell
18,914
-310
-2% -$76.7K 4.49% 5
2023
Q4 		$4.56M Buy
+19,224
New +$4.25M 4.39% 6

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

Durante & Waters's VTI Position: Q2 2026 in Review

Durante & Waters reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, selling an estimated $357K and leaving 17,494 shares worth $6.47M. The position accounts for 4.24% of the portfolio, ranked #6.

Durante & Waters first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Durante & Waters held 17,494 shares of Vanguard Morningstar Total Stock Market ETF worth $6.47M as of Q2 2026.
  • Durante & Waters sold 999 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $357K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.24% of Durante & Waters's portfolio in Q2 2026, its #6 holding.
  • Durante & Waters first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.