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J. Derek Lewis & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

J. Derek Lewis & Associates’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 		$998K Buy
2,697
+362
+16% +$129K 0.19% 75
2026
Q1 		$729K Buy
2,335
+133
+6% +$44.6K 0.16% 79
2025
Q4 		$739K Buy
+2,202
New +$733K 0.17% 75

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

J. Derek Lewis & Associates's VTI Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, buying an estimated $129K and bringing the position to 2,697 shares worth $998K. The position accounts for 0.19% of the portfolio, ranked #75.

J. Derek Lewis & Associates first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • J. Derek Lewis & Associates held 2,697 shares of Vanguard Morningstar Total Stock Market ETF worth $998K as of Q2 2026.
  • J. Derek Lewis & Associates bought 362 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $129K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #75 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.