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Guardian Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Guardian Partners’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 		$731K Sell
1,975
-1
-0.1% -$358 0.07% 132
2026
Q1 		$636K Sell
1,976
-618
-24% -$207K 0.05% 137
2025
Q4 		$874K Buy
2,594
+619
+31% +$206K 0.07% 135
2025
Q3 		$650K Hold
1,975
– – 0.06% 136
2025
Q2 		$607K Hold
1,975
– – 0.05% 137
2025
Q1 		$520K Hold
1,975
– – 0.05% 131
2024
Q4 		$576K Buy
+1,975
New +$576K 0.06% 124

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

Guardian Partners's VTI Position: Q2 2026 in Review

Guardian Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.05% in Q2 2026, selling an estimated $358 and leaving 1,975 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #132.

Guardian Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $874K in Q4 2025. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Guardian Partners held 1,975 shares of Vanguard Morningstar Total Stock Market ETF worth $731K as of Q2 2026.
  • Guardian Partners sold 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Guardian Partners's portfolio in Q2 2026, its #132 holding.
  • Guardian Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $874K in Q4 2025.
  • 3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.