Janney Montgomery Scott
VTI icon

Janney Montgomery Scott’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Janney Montgomery Scott’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 		$103M Buy
277,167
+46,355
+20% +$16.6M 0.2% 109
2026
Q1 		$74M Buy
230,812
+9,882
+4% +$3.32M 0.18% 115
2025
Q4 		$74.1M Sell
220,930
-2,152
-1% -$716K 0.17% 123
2025
Q3 		$73.2M Buy
223,082
+5,455
+3% +$1.72M 0.17% 123
2025
Q2 		$66.1M Sell
217,627
-2,386
-1% -$671K 0.17% 121
2025
Q1 		$60.5M Buy
220,013
+1,538
+0.7% +$447K 0.17% 125
2024
Q4 		$63.3M Buy
218,475
+17,711
+9% +$5.17M 0.18% 123
2024
Q3 		$56.8M Buy
200,764
+21,095
+12% +$5.75M 0.16% 125
2024
Q2 		$48.1M Sell
179,669
-8,803
-5% -$2.28M 0.15% 142
2024
Q1 		$49M Buy
188,472
+248
+0.1% +$61.4K 0.15% 143
2023
Q4 		$44.7M Buy
188,224
+5,282
+3% +$1.17M 0.14% 144
2023
Q3 		$38.9M Buy
182,942
+8,504
+5% +$1.88M 0.14% 134
2023
Q2 		$38.4M Buy
174,438
+23,889
+16% +$4.98M 0.13% 147
2023
Q1 		$30.7M Sell
150,549
-4,793
-3% -$959K 0.13% 159
2022
Q4 		$29.7M Buy
155,342
+4,469
+3% +$861K 0.12% 172
2022
Q3 		$27.1M Buy
150,873
+10,696
+8% +$2.13M 0.12% 167
2022
Q2 		$26.7M Buy
140,177
+8,717
+7% +$1.79M 0.12% 170
2022
Q1 		$29.9M Buy
131,460
+7,636
+6% +$1.72M 0.13% 160
2021
Q4 		$29.9M Buy
123,824
+6,753
+6% +$1.59M 0.12% 180
2021
Q3 		$26M Buy
117,071
+45,671
+64% +$10.4M 0.11% 181
2021
Q2 		$15.9M Sell
71,400
-2,854
-4% -$619K 0.07% 259
2021
Q1 		$15.3M Buy
74,254
+1,113
+2% +$225K 0.07% 237
2020
Q4 		$14.2M Buy
73,141
+4,779
+7% +$874K 0.07% 259
2020
Q3 		$11.6M Sell
68,362
-437
-0.6% -$73.5K 0.07% 267
2020
Q2 		$10.8M Buy
68,799
+2,976
+5% +$439K 0.07% 264
2020
Q1 		$8.48M Buy
65,823
+1,918
+3% +$297K 0.07% 277
2019
Q4 		$10.5M Buy
63,905
+5,745
+10% +$900K 0.07% 273
2019
Q3 		$8.78M Sell
58,160
-2,311
-4% -$348K 0.06% 305
2019
Q2 		$9.08M Buy
60,471
+3,466
+6% +$510K 0.07% 287
2019
Q1 		$8.25M Sell
57,005
-5,836
-9% -$814K 0.07% 300
2018
Q4 		$8.02M Buy
62,841
+10,788
+21% +$1.49M 0.08% 272
2018
Q3 		$7.79M Buy
52,053
+3,301
+7% +$486K 0.07% 302
2018
Q2 		$6.85M Buy
48,752
+1,086
+2% +$152K 0.07% 299
2018
Q1 		$6.47M Buy
47,666
+4,372
+10% +$613K 0.07% 309
2017
Q4 		$5.94M Buy
43,294
+1,953
+5% +$261K 0.06% 319
2017
Q3 		$5.36M Buy
41,341
+2,391
+6% +$303K 0.06% 318
2017
Q2 		$4.85M Buy
38,950
+4,135
+12% +$510K 0.06% 326
2017
Q1 		$4.22M Sell
34,815
-602
-2% -$72.1K 0.06% 332
2016
Q4 		$4.08M Buy
35,417
+3,131
+10% +$352K 0.06% 310
2016
Q3 		$3.59M Sell
32,286
-33,350
-51% -$3.7M 0.06% 298
2016
Q2 		$7.03M Buy
65,636
+33,216
+102% +$3.52M 0.14% 144
2016
Q1 		$3.4M Sell
32,420
-9,094
-22% -$902K 0.09% 226
2015
Q4 		$4.33M Buy
41,514
+13,996
+51% +$1.47M 0.11% 201
2015
Q3 		$2.72M Buy
27,518
+2,061
+8% +$216K 0.08% 275
2015
Q2 		$2.72M Sell
25,457
-1,916
-7% -$209K 0.06% 391
2015
Q1 		$2.94M Buy
27,373
+7,905
+41% +$844K 0.05% 416
2014
Q4 		$2.06M Buy
19,468
+7,559
+63% +$782K 0.04% 533
2014
Q3 		$1.21M Sell
11,909
-294
-2% -$30.1K 0.03% 743
2014
Q2 		$1.24M Buy
12,203
+507
+4% +$50K 0.03% 712
2014
Q1 		$1.14M Sell
11,696
-149,505
-93% -$14.3M 0.03% 691
2013
Q4 		$15.5M Buy
161,201
+149,009
+1,222% +$13.7M 0.41% 33
2013
Q3 		$1.07M Buy
+12,192
New +$1.06M 0.03% 625

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

Janney Montgomery Scott's VTI Position: Q2 2026 in Review

Janney Montgomery Scott increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, buying an estimated $16.6M and bringing the position to 277,167 shares worth $103M. The position accounts for 0.2% of the portfolio, ranked #109.

Janney Montgomery Scott first reported a position in VTI in Q3 2013 and has held it in 52 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Janney Montgomery Scott held 277,167 shares of Vanguard Morningstar Total Stock Market ETF worth $103M as of Q2 2026.
  • Janney Montgomery Scott bought 46,355 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.6M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Janney Montgomery Scott's portfolio in Q2 2026, its #109 holding.
  • Janney Montgomery Scott first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and has held it in 52 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.