JBA
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Johnson Bixby & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Johnson Bixby & 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 		$2.67M Sell
7,223
-85
-1% -$30.4K 0.3% 35
2026
Q1 		$2.34M Sell
7,308
-1,946
-21% -$653K 0.29% 37
2025
Q4 		$3.1M Sell
9,254
-203
-2% -$67.5K 0.38% 32
2025
Q3 		$3.1M Sell
9,457
-29
-0.3% -$9.16K 0.4% 30
2025
Q2 		$2.88M Sell
9,486
-76
-0.8% -$21.4K 0.4% 30
2025
Q1 		$2.63M Sell
9,562
-255
-3% -$74.1K 0.39% 31
2024
Q4 		$2.84M Buy
9,817
+157
+2% +$45.8K 0.43% 30
2024
Q3 		$2.74M Sell
9,660
-126
-1% -$34.4K 0.42% 30
2024
Q2 		$2.62M Buy
9,786
+42
+0.4% +$10.9K 0.44% 27
2024
Q1 		$2.53M Buy
9,744
+351
+4% +$86.8K 0.44% 26
2023
Q4 		$2.23M Buy
9,393
+489
+5% +$108K 0.42% 31
2023
Q3 		$1.89M Buy
8,904
+425
+5% +$94.1K 0.39% 33
2023
Q2 		$1.87M Buy
8,479
+603
+8% +$126K 0.39% 31
2023
Q1 		$1.61M Sell
7,876
-775
-9% -$155K 0.35% 35
2022
Q4 		$1.65M Buy
8,651
+1,260
+17% +$243K 0.38% 32
2022
Q3 		$1.33M Buy
7,391
+1,845
+33% +$368K 0.33% 37
2022
Q2 		$1.05M Buy
5,546
+3,992
+257% +$820K 0.26% 39
2022
Q1 		$354K Buy
+1,554
New +$349K 0.09% 61

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

Johnson Bixby & Associates's VTI Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $30.4K and leaving 7,223 shares worth $2.67M. The position accounts for 0.3% of the portfolio, ranked #35.

Johnson Bixby & Associates first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.1M in Q3 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Johnson Bixby & Associates held 7,223 shares of Vanguard Morningstar Total Stock Market ETF worth $2.67M as of Q2 2026.
  • Johnson Bixby & Associates sold 85 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $30.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.3% of Johnson Bixby & Associates's portfolio in Q2 2026, its #35 holding.
  • Johnson Bixby & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Johnson Bixby & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $3.1M in Q3 2025.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.