Godshalk Welsh Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Godshalk Welsh Capital Management’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	$553K	Buy	1,493 +487	+48%	+$174K	0.3%	88
2026 Q1	$323K	Hold	1,006	–	–	0.19%	105
2025 Q4	$337K	Hold	1,006	–	–	0.19%	101
2025 Q3	$330K	Hold	1,006	–	–	0.19%	104
2025 Q2	$306K	Hold	1,006	–	–	0.19%	105
2025 Q1	$276K	Sell	1,006 -110	-10%	-$32K	0.18%	108
2024 Q4	$323K	Buy	1,116 +1	+0.1%	+$292	0.21%	99
2024 Q3	$316K	Hold	1,115	–	–	0.2%	102
2024 Q2	$298K	Hold	1,115	–	–	0.2%	101
2024 Q1	$290K	Hold	1,115	–	–	0.19%	103
2023 Q4	$265K	Hold	1,115	–	–	0.19%	108
2023 Q3	$237K	Hold	1,115	–	–	0.18%	108
2023 Q2	$246K	Hold	1,115	–	–	0.17%	110
2023 Q1	$228K	Hold	1,115	–	–	0.16%	113
2022 Q4	$213K	Sell	1,115 -100	-8%	-$19.3K	0.16%	112
2022 Q3	$218K	Buy	1,215 +100	+9%	+$19.9K	0.16%	114
2022 Q2	$210K	Hold	1,115	–	–	0.15%	115
2022 Q1	$254K	Hold	1,115	–	–	0.16%	111
2021 Q4	$269K	Hold	1,115	–	–	0.15%	109
2021 Q3	$248K	Hold	1,115	–	–	0.15%	109
2021 Q2	$251K	Hold	1,115	–	–	0.16%	109
2021 Q1	$230K	Hold	1,115	–	–	0.16%	110
2020 Q4	$217K	Buy	+1,115	New	+$204K	0.16%	109
2018 Q1	–	Sell	-1,515	Closed	-$208K	–	116
2017 Q4	$208K	Buy	+1,515	New	+$203K	0.21%	118
2017 Q2	–	Sell	-1,665	Closed	-$202K	–	130
2017 Q1	$202K	Buy	+1,665	New	+$199K	0.2%	130
2016 Q2	–	Sell	-2,565	Closed	-$269K	–	133
2016 Q1	$269K	Sell	2,565 -557	-18%	-$55.2K	0.28%	113
2015 Q4	$326K	Sell	3,122 -106	-3%	-$11.2K	0.34%	102
2015 Q3	$319K	Hold	3,228	–	–	0.35%	104
2015 Q2	$345K	Sell	3,228 -180	-5%	-$19.6K	0.35%	101
2015 Q1	$365K	Hold	3,408	–	–	0.37%	95
2014 Q4	$361K	Buy	+3,408	New	+$353K	0.33%	102

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Godshalk Welsh Capital Management's VTI Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 48% in Q2 2026, buying an estimated $174K and bringing the position to 1,493 shares worth $553K. The position accounts for 0.3% of the portfolio, ranked #88.

Godshalk Welsh Capital Management first reported a position in VTI in Q4 2014 and has held it in 31 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Godshalk Welsh Capital Management held 1,493 shares of Vanguard Morningstar Total Stock Market ETF worth $553K as of Q2 2026.
Godshalk Welsh Capital Management bought 487 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $174K.
Vanguard Morningstar Total Stock Market ETF made up 0.3% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #88 holding.
Godshalk Welsh Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 31 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.