IC
VTI icon

IEQ Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IEQ Capital’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 		$382M Sell
1,033,118
-184,973
-15% -$66.1M 1.76% 10
2026
Q1 		$391M Buy
1,218,091
+20,427
+2% +$6.85M 1.81% 9
2025
Q4 		$402M Buy
1,197,664
+109,235
+10% +$36.3M 1.2% 9
2025
Q3 		$357M Buy
1,088,429
+352,150
+48% +$111M 1.08% 9
2025
Q2 		$224M Buy
736,279
+59,999
+9% +$16.9M 1.37% 12
2025
Q1 		$186M Buy
676,280
+390,339
+137% +$113M 1.48% 14
2024
Q4 		$82.9M Buy
285,941
+5,619
+2% +$1.64M 0.8% 20
2024
Q3 		$79.4M Buy
280,322
+15,685
+6% +$4.28M 0.97% 17
2024
Q2 		$70.8M Buy
264,637
+11,061
+4% +$2.86M 0.95% 18
2024
Q1 		$65.9M Buy
253,576
+24,260
+11% +$6M 0.95% 20
2023
Q4 		$54.4M Buy
229,316
+1,632
+0.7% +$361K 0.9% 19
2023
Q3 		$48.4M Buy
227,684
+31,071
+16% +$6.88M 0.98% 18
2023
Q2 		$43.3M Buy
196,613
+28,271
+17% +$5.9M 0.87% 21
2023
Q1 		$34.4M Buy
168,342
+4,809
+3% +$963K 0.8% 21
2022
Q4 		$31.3M Buy
163,533
+10,534
+7% +$2.03M 0.88% 21
2022
Q3 		$27.5M Buy
152,999
+50,837
+50% +$10.1M 0.75% 25
2022
Q2 		$19.3M Sell
102,162
-5,275
-5% -$1.08M 0.58% 33
2022
Q1 		$24.5M Buy
107,437
+44,971
+72% +$10.1M 0.58% 29
2021
Q4 		$15.1M Buy
62,466
+22,700
+57% +$5.36M 0.35% 50
2021
Q3 		$8.83M Sell
39,766
-1,744
-4% -$398K 0.23% 59
2021
Q2 		$9.25M Buy
41,510
+676
+2% +$147K 0.27% 55
2021
Q1 		$8.44M Buy
40,834
+177
+0.4% +$35.8K 0.35% 47
2020
Q4 		$7.91M Buy
40,657
+456
+1% +$83.3K 0.35% 56
2020
Q3 		$6.85M Buy
40,201
+2,921
+8% +$491K 0.37% 48
2020
Q2 		$5.84M Sell
37,280
-72,547
-66% -$10.7M 0.38% 46
2020
Q1 		$14.2M Buy
109,827
+76,136
+226% +$11.8M 1.14% 19
2019
Q4 		$5.51M Buy
+33,691
New +$5.28M 0.48% 35

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

IEQ Capital's VTI Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, selling an estimated $66.1M and leaving 1,033,118 shares worth $382M. The position accounts for 1.76% of the portfolio, ranked #10.

IEQ Capital first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $402M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IEQ Capital held 1,033,118 shares of Vanguard Morningstar Total Stock Market ETF worth $382M as of Q2 2026.
  • IEQ Capital sold 184,973 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $66.1M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.76% of IEQ Capital's portfolio in Q2 2026, its #10 holding.
  • IEQ Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $402M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.