Heritage Family Offices’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Heritage Family Offices’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	$3.92M	Buy	10,603 +712	+7%	+$255K	1.52%	17
2026 Q1	$3.17M	Buy	9,891 +2,830	+40%	+$949K	1.41%	19
2025 Q4	$2.37M	Buy	7,061 +6,233	+753%	+$2.07M	1.08%	17
2025 Q3	$272K	Buy	828 +11	+1%	+$3.48K	0.13%	156
2025 Q2	$223K	Hold	817	–	–	0.11%	163
2025 Q1	$225K	Sell	817 -104	-11%	-$30.2K	0.11%	160
2024 Q4	$267K	Sell	921 -322	-26%	-$94K	0.13%	143
2024 Q3	$352K	Buy	1,243 +352	+40%	+$96K	0.18%	112
2024 Q2	$238K	Buy	+891	New	+$231K	0.13%	148

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

Heritage Family Offices's VTI Position: Q2 2026 in Review

Heritage Family Offices increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.2% in Q2 2026, buying an estimated $255K and bringing the position to 10,603 shares worth $3.92M. The position accounts for 1.52% of the portfolio, ranked #17.

Heritage Family Offices first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Heritage Family Offices held 10,603 shares of Vanguard Morningstar Total Stock Market ETF worth $3.92M as of Q2 2026.
Heritage Family Offices bought 712 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $255K.
Vanguard Morningstar Total Stock Market ETF made up 1.52% of Heritage Family Offices's portfolio in Q2 2026, its #17 holding.
Heritage Family Offices first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.