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Financial Perspectives’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Perspectives’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 		$1.13M Buy
3,045
+578
+23% +$207K 0.27% 58
2026
Q1 		$791K Buy
2,467
+80
+3% +$26.8K 0.22% 67
2025
Q4 		$800K Buy
2,387
+30
+1% +$9.98K 0.22% 67
2025
Q3 		$773K Sell
2,357
-8
-0.3% -$2.53K 0.21% 65
2025
Q2 		$719K Buy
2,365
+29
+1% +$8.16K 0.22% 67
2025
Q1 		$642K Buy
2,336
+8
+0.3% +$2.32K 0.22% 63
2024
Q4 		$675K Buy
2,328
+2
+0.1% +$584 0.23% 65
2024
Q3 		$659K Sell
2,326
-54
-2% -$14.7K 0.23% 62
2024
Q2 		$637K Hold
2,380
– – 0.24% 59
2024
Q1 		$619K Buy
2,380
+6
+0.3% +$1.48K 0.23% 61
2023
Q4 		$563K Buy
2,374
+10
+0.4% +$2.21K 0.23% 63
2023
Q3 		$502K Buy
2,364
+26
+1% +$5.75K 0.23% 64
2023
Q2 		$515K Buy
2,338
+360
+18% +$75.1K 0.23% 67
2023
Q1 		$404K Buy
1,978
+1
+0.1% +$200 0.19% 73
2022
Q4 		$378K Buy
1,977
+2
+0.1% +$385 0.19% 72
2022
Q3 		$354K Buy
1,975
+2
+0.1% +$399 0.2% 75
2022
Q2 		$372K Buy
1,973
+1
+0.1% +$205 0.21% 68
2022
Q1 		$449K Sell
1,972
-169
-8% -$38K 0.21% 69
2021
Q4 		$517K Buy
2,141
+2
+0.1% +$472 0.24% 59
2021
Q3 		$475K Buy
2,139
+2
+0.1% +$456 0.24% 66
2021
Q2 		$476K Sell
2,137
-187
-8% -$40.6K 0.23% 71
2021
Q1 		$480K Sell
2,324
-207
-8% -$41.9K 0.26% 64
2020
Q4 		$493K Sell
2,531
-40
-2% -$7.31K 0.28% 60
2020
Q3 		$438K Sell
2,571
-255
-9% -$42.9K 0.29% 52
2020
Q2 		$442K Buy
2,826
+9
+0.3% +$1.33K 0.32% 49
2020
Q1 		$363K Buy
2,817
+296
+12% +$45.8K 0.29% 45
2019
Q4 		$413K Buy
+2,521
New +$395K 0.28% 46

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

Financial Perspectives's VTI Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, buying an estimated $207K and bringing the position to 3,045 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #58.

Financial Perspectives first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Perspectives held 3,045 shares of Vanguard Morningstar Total Stock Market ETF worth $1.13M as of Q2 2026.
  • Financial Perspectives bought 578 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $207K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Financial Perspectives's portfolio in Q2 2026, its #58 holding.
  • Financial Perspectives first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.