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Highland Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Highland Financial 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 		$9.94M Buy
26,872
+1,318
+5% +$471K 2.19% 15
2026
Q1 		$8.2M Sell
25,554
-37
-0.1% -$12.4K 2.16% 15
2025
Q4 		$8.58M Sell
25,591
-1,751
-6% -$583K 2.38% 14
2025
Q3 		$8.97M Buy
27,342
+26
+0.1% +$8.21K 2.57% 14
2025
Q2 		$8.3M Sell
27,316
-558
-2% -$157K 2.66% 12
2025
Q1 		$7.66M Buy
27,874
+2,412
+9% +$701K 2.74% 13
2024
Q4 		$7.38M Sell
25,462
-418
-2% -$122K 2.56% 12
2024
Q3 		$7.33M Sell
25,880
-2,894
-10% -$789K 2.6% 13
2024
Q2 		$7.7M Buy
28,774
+2,852
+11% +$738K 2.86% 14
2024
Q1 		$6.74M Sell
25,922
-473
-2% -$117K 2.7% 13
2023
Q4 		$6.26M Buy
26,395
+4,019
+18% +$889K 2.72% 13
2023
Q3 		$4.75M Buy
22,376
+986
+5% +$218K 2.46% 14
2023
Q2 		$4.71M Sell
21,390
-203
-0.9% -$42.3K 2.43% 14
2023
Q1 		$4.41M Buy
21,593
+11
+0.1% +$2.2K 2.39% 15
2022
Q4 		$4.13M Sell
21,582
-11,418
-35% -$2.2M 2.43% 14
2022
Q3 		$5.92M Buy
33,000
+7,475
+29% +$1.49M 4.11% 9
2022
Q2 		$4.82M Buy
+25,525
New +$5.24M 3.3% 11

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

Highland Financial Advisors's VTI Position: Q2 2026 in Review

Highland Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.2% in Q2 2026, buying an estimated $471K and bringing the position to 26,872 shares worth $9.94M. The position accounts for 2.19% of the portfolio, ranked #15.

Highland Financial Advisors first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Highland Financial Advisors held 26,872 shares of Vanguard Morningstar Total Stock Market ETF worth $9.94M as of Q2 2026.
  • Highland Financial Advisors bought 1,318 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $471K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.19% of Highland Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Highland Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.