IWA
VTI icon

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

Icon 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 		$4.23M Buy
11,443
+32
+0.3% +$11.4K 0.26% 63
2026
Q1 		$4M Buy
11,411
+449
+4% +$151K 0.26% 62
2025
Q4 		$3.68M Buy
10,962
+561
+5% +$187K 0.24% 65
2025
Q3 		$3.41M Sell
10,401
-186
-2% -$58.8K 0.23% 69
2025
Q2 		$3.22M Sell
10,587
-855
-7% -$240K 0.23% 78
2025
Q1 		$3.14M Sell
11,442
-2,390
-17% -$694K 0.26% 72
2024
Q4 		$4.01M Buy
13,832
+2,503
+22% +$730K 0.33% 61
2024
Q3 		$3.21M Buy
11,329
+1,527
+16% +$417K 0.27% 68
2024
Q2 		$2.67M Buy
9,802
+2,762
+39% +$715K 0.24% 76
2024
Q1 		$1.83M Buy
7,040
+1,644
+30% +$407K 0.17% 104
2023
Q4 		$1.28M Buy
+5,396
New +$1.19M 0.13% 114
2022
Q4 		$1.02M Sell
5,344
-7,078
-57% -$1.36M 0.12% 130
2022
Q3 		$2.23M Buy
+12,422
New +$2.48M 0.27% 86

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

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

Icon Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $11.4K and bringing the position to 11,443 shares worth $4.23M. The position accounts for 0.26% of the portfolio, ranked #63.

Icon Wealth Advisors first reported a position in VTI in Q3 2022 and has held it in 13 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Icon Wealth Advisors held 11,443 shares of Vanguard Morningstar Total Stock Market ETF worth $4.23M as of Q2 2026.
  • Icon Wealth Advisors bought 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Icon Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Icon Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 13 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.