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J.E. Simmons & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

J.E. Simmons & Co’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 		$573K Hold
1,549
– – 0.32% 34
2026
Q1 		$497K Sell
1,549
-10
-0.6% -$3.35K 0.33% 36
2025
Q4 		$523K Buy
+1,559
New +$519K 0.34% 36

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

J.E. Simmons & Co's VTI Position: Q2 2026 in Review

J.E. Simmons & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,549 shares worth $573K. The position accounts for 0.32% of the portfolio, ranked #34.

J.E. Simmons & Co first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • J.E. Simmons & Co held 1,549 shares of Vanguard Morningstar Total Stock Market ETF worth $573K as of Q2 2026.
  • J.E. Simmons & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of J.E. Simmons & Co's portfolio in Q2 2026, its #34 holding.
  • J.E. Simmons & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.