Ipswich Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ipswich Investment Management’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	$2.2M	Hold	5,941	–	–	0.46%	52
2026 Q1	$1.91M	Hold	5,941	–	–	0.45%	54
2025 Q4	$1.99M	Sell	5,941 -32	-0.5%	-$10.6K	0.46%	52
2025 Q3	$1.96M	Sell	5,973 -30	-0.5%	-$9.48K	0.46%	51
2025 Q2	$1.82M	Buy	+6,003	New	+$1.69M	0.44%	54
2019 Q1	–	Sell	-100	Closed	-$13K	–	385
2018 Q4	$13K	Sell	100 -5,060	-98%	-$699K	﹤0.01%	352
2018 Q3	$772K	Buy	+5,160	New	+$759K	0.26%	84

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ipswich Investment Management's VTI Position: Q2 2026 in Review

Ipswich Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,941 shares worth $2.2M. The position accounts for 0.46% of the portfolio, ranked #52.

Ipswich Investment Management first reported a position in VTI in Q3 2018 and has held it in 7 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ipswich Investment Management held 5,941 shares of Vanguard Morningstar Total Stock Market ETF worth $2.2M as of Q2 2026.
Ipswich Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.46% of Ipswich Investment Management's portfolio in Q2 2026, its #52 holding.
Ipswich Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 7 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.