HighMark Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

HighMark Wealth 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	$919K	Buy	2,482 +7	+0.3%	+$2.5K	0.31%	39
2026 Q1	$794K	Buy	2,475 +7	+0.3%	+$2.35K	0.32%	38
2025 Q4	$827K	Buy	2,468 +14	+0.6%	+$4.66K	0.34%	41
2025 Q3	$805K	Sell	2,454 -4	-0.2%	-$1.26K	0.35%	39
2025 Q2	$747K	Hold	2,458	–	–	0.37%	38
2025 Q1	$676K	Buy	2,458 +8	+0.3%	+$2.32K	0.4%	25
2024 Q4	$710K	Buy	2,450 +21	+0.9%	+$6.13K	0.41%	28
2024 Q3	$688K	Buy	2,429 +85	+4%	+$23.2K	0.38%	33
2024 Q2	$627K	Hold	2,344	–	–	0.38%	33
2024 Q1	$609K	Buy	2,344 +154	+7%	+$38.1K	0.38%	35
2023 Q4	$519K	Buy	2,190 +230	+12%	+$50.8K	0.38%	29
2023 Q3	$401K	Buy	1,960 +248	+14%	+$54.9K	0.33%	30
2023 Q2	$377K	Buy	1,712 +6	+0.4%	+$1.25K	0.28%	36
2023 Q1	$348K	Buy	1,706 +17	+1%	+$3.4K	0.27%	37
2022 Q4	$323K	Buy	1,689 +83	+5%	+$16K	0.24%	37
2022 Q3	$288K	Sell	1,606 -16,406	-91%	-$3.27M	0.25%	31
2022 Q2	$3.4M	Buy	18,012 +16,429	+1,038%	+$3.38M	2.73%	6
2022 Q1	$360K	Buy	1,583 +5	+0.3%	+$1.12K	0.24%	33
2021 Q4	$381K	Buy	1,578 +46	+3%	+$10.9K	0.24%	37
2021 Q3	$340K	Buy	1,532 +48	+3%	+$10.9K	0.25%	37
2021 Q2	$331K	Sell	1,484 -26	-2%	-$5.64K	0.24%	35
2021 Q1	$312K	Sell	1,510 -149	-9%	-$30.1K	0.25%	36
2020 Q4	$323K	Buy	1,659 +6	+0.4%	+$1.1K	0.28%	31
2020 Q3	$281K	Buy	1,653 +7	+0.4%	+$1.18K	0.25%	34
2020 Q2	$258K	Buy	1,646 +8	+0.5%	+$1.18K	0.28%	35
2020 Q1	$211K	Sell	1,638 -156	-9%	-$24.1K	0.25%	32
2019 Q4	$293K	Buy	+1,794	New	+$281K	0.31%	26

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

HighMark Wealth Management's VTI Position: Q2 2026 in Review

HighMark Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,482 shares worth $919K. The position accounts for 0.31% of the portfolio, ranked #39.

HighMark Wealth Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.4M in Q2 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

HighMark Wealth Management held 2,482 shares of Vanguard Morningstar Total Stock Market ETF worth $919K as of Q2 2026.
HighMark Wealth Management bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of HighMark Wealth Management's portfolio in Q2 2026, its #39 holding.
HighMark Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
HighMark Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.4M in Q2 2022.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.