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JFS Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

JFS Wealth Advisors’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 		$18.1M Buy
48,941
+129
+0.3% +$46.1K 0.9% 24
2026
Q1 		$15.7M Sell
48,812
-36
-0.1% -$12.1K 0.88% 25
2025
Q4 		$16.4M Sell
48,848
-1,126
-2% -$375K 0.92% 23
2025
Q3 		$16.4M Sell
49,974
-371
-0.7% -$117K 0.96% 23
2025
Q2 		$15.3M Sell
50,345
-120
-0.2% -$33.8K 0.97% 23
2025
Q1 		$13.9M Sell
50,465
-3,824
-7% -$1.11M 0.94% 25
2024
Q4 		$15.7M Buy
54,289
+4,378
+9% +$1.28M 1.08% 21
2024
Q3 		$14.1M Buy
49,911
+18,443
+59% +$5.03M 0.95% 23
2024
Q2 		$8.42M Buy
31,468
+275
+0.9% +$71.2K 0.66% 32
2024
Q1 		$8.11M Sell
31,193
-351
-1% -$86.8K 0.64% 33
2023
Q4 		$7.48M Buy
31,544
+10
+0% +$2.21K 0.64% 34
2023
Q3 		$6.7M Sell
31,534
-612
-2% -$135K 0.63% 35
2023
Q2 		$7.08M Sell
32,146
-484
-1% -$101K 0.64% 34
2023
Q1 		$6.66M Buy
32,630
+650
+2% +$130K 0.63% 34
2022
Q4 		$6.11M Buy
31,980
+10,958
+52% +$2.11M 0.6% 36
2022
Q3 		$3.77M Buy
21,022
+102
+0.5% +$20.3K 0.41% 42
2022
Q2 		$3.95M Sell
20,920
-1,408
-6% -$289K 0.42% 42
2022
Q1 		$5.08M Buy
22,328
+209
+0.9% +$47K 0.48% 39
2021
Q4 		$5.34M Buy
22,119
+494
+2% +$117K 0.5% 38
2021
Q3 		$4.8M Sell
21,625
-1,005
-4% -$229K 0.49% 38
2021
Q2 		$5.04M Buy
22,630
+1,470
+7% +$319K 0.75% 27
2021
Q1 		$4.37M Buy
21,160
+1,565
+8% +$317K 0.89% 27
2020
Q4 		$3.81M Buy
19,595
+2,666
+16% +$487K 0.8% 32
2020
Q3 		$2.88M Buy
16,929
+2,448
+17% +$412K 0.69% 36
2020
Q2 		$2.27M Sell
14,481
-1,810
-11% -$267K 0.59% 42
2020
Q1 		$2.1M Buy
16,291
+5,054
+45% +$781K 0.63% 38
2019
Q4 		$1.84M Buy
11,237
+24
+0.2% +$3.76K 0.45% 52
2019
Q3 		$1.69M Sell
11,213
-74
-0.7% -$11.2K 0.43% 53
2019
Q2 		$1.69M Buy
11,287
+364
+3% +$53.6K 0.43% 52
2019
Q1 		$1.58M Sell
10,923
-142
-1% -$19.8K 0.41% 51
2018
Q4 		$1.41M Buy
11,065
+15
+0.1% +$2.07K 0.38% 56
2018
Q3 		$1.65M Sell
11,050
-156
-1% -$23K 0.43% 47
2018
Q2 		$1.57M Sell
11,206
-324
-3% -$45.2K 0.41% 48
2018
Q1 		$1.56M Sell
11,530
-4,208
-27% -$590K 0.41% 49
2017
Q4 		$2.16M Sell
15,738
-3,876
-20% -$519K 0.53% 42
2017
Q3 		$2.54M Sell
19,614
-3,084
-14% -$391K 0.66% 35
2017
Q2 		$2.83M Sell
22,698
-29,335
-56% -$3.61M 0.78% 31
2017
Q1 		$6M Hold
52,033
– – 1.62% 12
2016
Q4 		$6M Sell
52,033
-22,206
-30% -$2.5M 1.62% 12
2016
Q3 		$8.27M Sell
74,239
-22,995
-24% -$2.55M 2.36% 9
2016
Q2 		$10.4M Sell
97,234
-10,512
-10% -$1.11M 2.88% 8
2016
Q1 		$11.3M Sell
107,746
-353
-0.3% -$35K 3.33% 8
2015
Q4 		$11.3M Sell
108,099
-133
-0.1% -$14K 3.25% 8
2015
Q3 		$10.7M Sell
108,232
-1,365
-1% -$143K 4.7% 4
2015
Q2 		$11.7M Sell
109,597
-3,857
-3% -$421K 6.02% 3
2015
Q1 		$12.2M Buy
113,454
+1,303
+1% +$139K 5.71% 4
2014
Q4 		$11.9M Sell
112,151
-2,486
-2% -$257K 1.89% 5
2014
Q3 		$11.6M Sell
114,637
-5,708
-5% -$584K 2.03% 6
2014
Q2 		$12.2M Sell
120,345
-24,910
-17% -$2.46M 2.24% 6
2014
Q1 		$14.2M Sell
145,255
-33,955
-19% -$3.25M 7.84% 3
2013
Q4 		$17.2M Sell
179,210
-7,495
-4% -$689K 7.49% 1
2013
Q3 		$16.4M Buy
186,705
+247
+0.1% +$21.5K 7.65% 1
2013
Q2 		$15.4M Buy
+186,458
New +$15.5M 7.74% 3

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

JFS Wealth Advisors's VTI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q2 2026, buying an estimated $46.1K and bringing the position to 48,941 shares worth $18.1M. The position accounts for 0.9% of the portfolio, ranked #24.

JFS Wealth Advisors first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,812 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • JFS Wealth Advisors held 48,941 shares of Vanguard Morningstar Total Stock Market ETF worth $18.1M as of Q2 2026.
  • JFS Wealth Advisors bought 129 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $46.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.9% of JFS Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.