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Glenview Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Glenview Trust’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 		$22.7M Sell
61,476
-768
-1% -$275K 0.31% 73
2026
Q1 		$20M Buy
62,244
+925
+2% +$310K 0.31% 67
2025
Q4 		$20.6M Buy
61,319
+2,389
+4% +$795K 0.32% 65
2025
Q3 		$19.3M Sell
58,930
-6
-0% -$1.9K 0.31% 73
2025
Q2 		$17.9M Buy
58,936
+587
+1% +$165K 0.31% 74
2025
Q1 		$16M Sell
58,349
-404
-0.7% -$117K 0.31% 79
2024
Q4 		$17M Buy
58,753
+77
+0.1% +$22.5K 0.32% 71
2024
Q3 		$16.6M Sell
58,676
-103
-0.2% -$28.1K 0.32% 77
2024
Q2 		$15.7M Buy
58,779
+1,095
+2% +$283K 0.32% 75
2024
Q1 		$15M Buy
57,684
+891
+2% +$220K 0.32% 78
2023
Q4 		$13.5M Buy
56,793
+1,977
+4% +$437K 0.33% 78
2023
Q3 		$11.6M Buy
54,816
+6,054
+12% +$1.34M 0.32% 80
2023
Q2 		$10.7M Buy
48,762
+4,344
+10% +$906K 0.29% 84
2023
Q1 		$9.07M Sell
44,418
-305
-0.7% -$61.1K 0.27% 90
2022
Q4 		$8.55M Buy
44,723
+8,463
+23% +$1.63M 0.28% 89
2022
Q3 		$6.51M Buy
36,260
+7,960
+28% +$1.59M 0.25% 95
2022
Q2 		$5.34M Buy
28,300
+6,807
+32% +$1.4M 0.2% 99
2022
Q1 		$4.89M Buy
21,493
+3,983
+23% +$896K 0.16% 106
2021
Q4 		$4.23M Buy
17,510
+1,289
+8% +$304K 0.14% 113
2021
Q3 		$3.6M Buy
16,221
+3,885
+31% +$886K 0.14% 109
2021
Q2 		$2.75M Sell
12,336
-18
-0.1% -$3.91K 0.11% 128
2021
Q1 		$2.55M Buy
12,354
+5
+0% +$1.01K 0.11% 130
2020
Q4 		$2.4M Sell
12,349
-812
-6% -$148K 0.11% 121
2020
Q3 		$2.24M Sell
13,161
-75
-0.6% -$12.6K 0.12% 118
2020
Q2 		$2.07M Sell
13,236
-971
-7% -$143K 0.12% 122
2020
Q1 		$1.83M Sell
14,207
-1,743
-11% -$270K 0.13% 118
2019
Q4 		$2.61M Sell
15,950
-281
-2% -$44K 0.15% 120
2019
Q3 		$2.45M Buy
16,231
+163
+1% +$24.6K 0.15% 121
2019
Q2 		$2.41M Sell
16,068
-262
-2% -$38.6K 0.15% 118
2019
Q1 		$2.36M Buy
16,330
+387
+2% +$54K 0.15% 127
2018
Q4 		$2.04M Buy
15,943
+368
+2% +$50.8K 0.15% 130
2018
Q3 		$2.33M Sell
15,575
-339
-2% -$49.9K 0.15% 128
2018
Q2 		$2.23M Buy
15,914
+2,734
+21% +$381K 0.17% 117
2018
Q1 		$1.79M Buy
13,180
+306
+2% +$42.9K 0.12% 137
2017
Q4 		$1.77M Buy
12,874
+2,015
+19% +$270K 0.12% 133
2017
Q3 		$1.41M Sell
10,859
-242
-2% -$30.6K 0.1% 147
2017
Q2 		$1.38M Buy
11,101
+3,041
+38% +$375K 0.11% 135
2017
Q1 		$978K Buy
8,060
+243
+3% +$29.1K 0.08% 163
2016
Q4 		$901K Buy
+7,817
New +$879K 0.07% 167
2015
Q4 		$721K Buy
+6,905
New +$727K 0.07% 154
2014
Q4 		$718K Buy
+6,776
New +$701K 0.08% 136
2013
Q4 		$294K Buy
+3,070
New +$282K 0.03% 186

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

Glenview Trust's VTI Position: Q2 2026 in Review

Glenview Trust reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $275K and leaving 61,476 shares worth $22.7M. The position accounts for 0.31% of the portfolio, ranked #73.

Glenview Trust first reported a position in VTI in Q4 2013 and has held it in 42 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Glenview Trust held 61,476 shares of Vanguard Morningstar Total Stock Market ETF worth $22.7M as of Q2 2026.
  • Glenview Trust sold 768 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $275K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.31% of Glenview Trust's portfolio in Q2 2026, its #73 holding.
  • Glenview Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 42 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.