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WELLINGTON-ALTUS USA INC.’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$11.7M Sell
36,347
-1,737
-5% -$621K 8.31% 1
2026
Q1 		$14.1M Buy
38,084
+9,520
+33% +$3.19M 8.3% 1
2025
Q4 		$9.58M Buy
+28,564
New +$9.5M 7.09% 1

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

WELLINGTON-ALTUS USA INC.'s VTI Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q2 2026, selling an estimated $621K and leaving 36,347 shares worth $11.7M. The position accounts for 8.31% of the portfolio, ranked #1.

WELLINGTON-ALTUS USA INC. first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.1M in Q1 2026. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 36,347 shares of Vanguard Morningstar Total Stock Market ETF worth $11.7M as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 1,737 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $621K.
  • Vanguard Morningstar Total Stock Market ETF made up 8.31% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #1 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Vanguard Morningstar Total Stock Market ETF position peaked at $14.1M in Q1 2026.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.