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

Highland Investment Advisors LLC’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	$384K	Buy	+1,037	New	+$371K	0.17%	49

Other funds holding VTI

VGA

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Highland Investment Advisors LLC's VTI Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,037 shares worth $384K. The stake represents 0.17% of the portfolio and ranks #49 among its holdings.

3,265 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Highland Investment Advisors LLC held 1,037 shares of Vanguard Morningstar Total Stock Market ETF worth $384K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #49 holding.
3,265 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.