FOA
VTI icon

Five Oceans Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Five Oceans 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 		$2.75M Sell
7,444
-51
-0.7% -$18.2K 0.89% 21
2026
Q1 		$2.4M Hold
7,495
– – 0.87% 21
2025
Q4 		$2.51M Sell
7,495
-29
-0.4% -$9.65K 0.89% 21
2025
Q3 		$2.47M Sell
7,524
-869
-10% -$275K 0.91% 20
2025
Q2 		$2.55M Buy
8,393
+26
+0.3% +$7.31K 1.09% 18
2025
Q1 		$2.3M Sell
8,367
-1,323
-14% -$384K 1.1% 18
2024
Q4 		$2.81M Sell
9,690
-260
-3% -$75.9K 1.29% 16
2024
Q3 		$2.82M Sell
9,950
-1,929
-16% -$526K 1.35% 14
2024
Q2 		$3.18M Sell
11,879
-362
-3% -$93.7K 1.67% 13
2024
Q1 		$3.18M Sell
12,241
-2,081
-15% -$515K 1.64% 12
2023
Q4 		$3.4M Sell
14,322
-306
-2% -$67.6K 1.9% 11
2023
Q3 		$3.11M Sell
14,628
-1,287
-8% -$285K 1.99% 11
2023
Q2 		$3.51M Sell
15,915
-226
-1% -$47.1K 2.26% 9
2023
Q1 		$3.29M Sell
16,141
-36
-0.2% -$7.21K 2.13% 8
2022
Q4 		$3.09M Buy
16,177
+225
+1% +$43.4K 2.14% 8
2022
Q3 		$2.86M Sell
15,952
-77
-0.5% -$15.3K 2.26% 7
2022
Q2 		$3.02M Buy
16,029
+330
+2% +$67.8K 2.25% 9
2022
Q1 		$3.57M Sell
15,699
-265
-2% -$59.6K 3.18% 6
2021
Q4 		$3.85M Sell
15,964
-543
-3% -$128K 3.4% 6
2021
Q3 		$3.67M Buy
+16,507
New +$3.76M 4.23% 4

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

Five Oceans Advisors's VTI Position: Q2 2026 in Review

Five Oceans Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.68% in Q2 2026, selling an estimated $18.2K and leaving 7,444 shares worth $2.75M. The position accounts for 0.89% of the portfolio, ranked #21.

Five Oceans Advisors first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.85M in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Five Oceans Advisors held 7,444 shares of Vanguard Morningstar Total Stock Market ETF worth $2.75M as of Q2 2026.
  • Five Oceans Advisors sold 51 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $18.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.89% of Five Oceans Advisors's portfolio in Q2 2026, its #21 holding.
  • Five Oceans Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • Five Oceans Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.85M in Q4 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.