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

IPG Investment 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 		– Sell
-1,789
Closed -$574K – 305
2026
Q1 		$574K Hold
1,789
– – 0.1% 130
2025
Q4 		$600K Buy
1,789
+98
+6% +$32.6K 0.11% 124
2025
Q3 		$556K Buy
+1,691
New +$534K 0.1% 118
2025
Q2 		– Sell
-987
Closed -$271K – 209
2025
Q1 		$271K Hold
987
– – 0.06% 137
2024
Q4 		$286K Buy
+987
New +$288K 0.07% 131

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

IPG Investment Advisors's VTI Position: Q2 2026 in Review

IPG Investment Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 1,789 shares — an estimated $574K sold.

IPG Investment Advisors first reported a position in VTI in Q4 2024 and held it in 5 quarters. The position peaked at $600K in Q4 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IPG Investment Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • IPG Investment Advisors sold 1,789 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $574K.
  • IPG Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 5 quarters.
  • IPG Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $600K in Q4 2025.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.