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Fort Sheridan Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fort Sheridan 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 		$2.49M Sell
6,721
-256
-4% -$91.5K 0.27% 71
2026
Q1 		$2.24M Buy
6,977
+53
+0.8% +$17.8K 0.27% 70
2025
Q4 		$2.32M Buy
6,924
+544
+9% +$181K 0.3% 60
2025
Q3 		$2.09M Buy
6,380
+576
+10% +$182K 0.27% 66
2025
Q2 		$1.76M Sell
5,804
-279
-5% -$78.5K 0.25% 70
2025
Q1 		$1.67M Buy
6,083
+46
+0.8% +$13.4K 0.25% 71
2024
Q4 		$1.75M Sell
6,037
-500
-8% -$146K 0.26% 71
2024
Q3 		$1.85M Buy
6,537
+424
+7% +$116K 0.28% 68
2024
Q2 		$1.64M Buy
6,113
+3,735
+157% +$967K 0.26% 68
2024
Q1 		$618K Buy
2,378
+353
+17% +$87.3K 0.12% 117
2023
Q4 		$480K Buy
2,025
+331
+20% +$73.2K 0.1% 128
2023
Q3 		$360K Buy
1,694
+92
+6% +$20.4K 0.08% 138
2023
Q2 		$353K Buy
1,602
+131
+9% +$27.3K 0.08% 142
2023
Q1 		$300K Buy
1,471
+133
+10% +$26.6K 0.08% 152
2022
Q4 		$256K Buy
1,338
+3
+0.2% +$578 0.08% 151
2022
Q3 		$240K Buy
1,335
+23
+2% +$4.58K 0.08% 158
2022
Q2 		$247K Sell
1,312
-102
-7% -$21K 0.08% 157
2022
Q1 		$322K Buy
1,414
+36
+3% +$8.1K 0.09% 135
2021
Q4 		$333K Buy
1,378
+147
+12% +$34.7K 0.1% 140
2021
Q3 		$273K Buy
+1,231
New +$281K 0.09% 151

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

Fort Sheridan Advisors's VTI Position: Q2 2026 in Review

Fort Sheridan Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, selling an estimated $91.5K and leaving 6,721 shares worth $2.49M. The position accounts for 0.27% of the portfolio, ranked #71.

Fort Sheridan Advisors first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fort Sheridan Advisors held 6,721 shares of Vanguard Morningstar Total Stock Market ETF worth $2.49M as of Q2 2026.
  • Fort Sheridan Advisors sold 256 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $91.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Fort Sheridan Advisors's portfolio in Q2 2026, its #71 holding.
  • Fort Sheridan Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.