IWA
VTI icon

IBEX Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IBEX Wealth 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 		$1.06M Sell
2,855
-27
-0.9% -$9.65K 0.08% 115
2026
Q1 		$924K Buy
+2,882
New +$967K 0.09% 114
2025
Q4 		– Sell
-2,873
Closed -$943K – 203
2025
Q3 		$943K Buy
2,873
+5
+0.2% +$1.58K 0.09% 118
2025
Q2 		$872K Buy
+2,868
New +$807K 0.09% 119
2025
Q1 		– Sell
-2,892
Closed -$838K – 214
2024
Q4 		$838K Buy
+2,892
New +$844K 0.1% 122
2023
Q1 		– Sell
-2,645
Closed -$506K – 180
2022
Q4 		$506K Buy
+2,645
New +$510K 0.11% 125
2022
Q3 		– Sell
-8,383
Closed -$1.58M – 167
2022
Q2 		$1.58M Sell
8,383
-2,712
-24% -$557K 0.36% 87
2022
Q1 		$2.53M Buy
11,095
+1,353
+14% +$304K 0.48% 75
2021
Q4 		$2.35M Buy
9,742
+923
+10% +$218K 0.42% 82
2021
Q3 		$1.96M Buy
8,819
+1,462
+20% +$333K 0.38% 88
2021
Q2 		$1.64M Buy
+7,357
New +$1.6M 0.33% 94
2020
Q1 		– Sell
-10,652
Closed -$1.74M – 116
2019
Q4 		$1.74M Sell
10,652
-538
-5% -$84.3K 0.53% 71
2019
Q3 		$1.69M Sell
11,190
-206
-2% -$31.1K 0.56% 73
2019
Q2 		$1.71M Buy
+11,396
New +$1.68M 0.49% 83
2018
Q4 		– Sell
-14,745
Closed -$2.21M – 102
2018
Q3 		$2.21M Sell
14,745
-1,094
-7% -$161K 0.79% 55
2018
Q2 		$2.1M Hold
15,839
– – 0.84% 56
2018
Q1 		$2.1M Buy
+15,839
New +$2.22M 0.85% 55
2017
Q4 		– Sell
-14,856
Closed -$1.95M – 142
2017
Q3 		$1.95M Buy
14,856
+516
+4% +$65.3K 0.72% 57
2017
Q2 		$1.79M Buy
+14,340
New +$1.77M 0.7% 60
2017
Q1 		– Sell
-12,872
Closed -$1.5M – 388
2016
Q4 		$1.5M Buy
12,872
+1,158
+10% +$130K 0.72% 53
2016
Q3 		$1.3M Buy
+11,714
New +$1.3M 0.72% 50

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

IBEX Wealth Advisors's VTI Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.94% in Q2 2026, selling an estimated $9.65K and leaving 2,855 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #115.

IBEX Wealth Advisors first reported a position in VTI in Q3 2016 and has held it in 21 quarters since. The position peaked at $2.53M in Q1 2022. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IBEX Wealth Advisors held 2,855 shares of Vanguard Morningstar Total Stock Market ETF worth $1.06M as of Q2 2026.
  • IBEX Wealth Advisors sold 27 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of IBEX Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • IBEX Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 21 quarters since.
  • IBEX Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.53M in Q1 2022.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.