Jamison Private Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Jamison Private Wealth Management's VTI Position: Q2 2026 in Review
Jamison Private Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 44% in Q2 2026, buying an estimated $382K and bringing the position to 3,474 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #113.
Jamison Private Wealth Management first reported a position in VTI in Q3 2023 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Jamison Private Wealth Management held 3,474 shares of Vanguard Morningstar Total Stock Market ETF worth $1.29M as of Q2 2026.
- Jamison Private Wealth Management bought 1,069 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $382K.
- Vanguard Morningstar Total Stock Market ETF made up 0.13% of Jamison Private Wealth Management's portfolio in Q2 2026, its #113 holding.
- Jamison Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 7 quarters since.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.