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Johnson Financial Group Inc (Wisconsin)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$20.4M Buy
55,040
+306
+0.6% +$109K 0.67% 19
2026
Q1 		$17.6M Sell
54,734
-1,480
-3% -$497K 0.64% 21
2025
Q4 		$18.8M Sell
56,214
-183
-0.3% -$60.9K 0.71% 20
2025
Q3 		$18.6M Buy
56,397
+1,687
+3% +$533K 0.7% 20
2025
Q2 		$16.7M Buy
54,710
+11,040
+25% +$3.11M 0.75% 21
2025
Q1 		$12M Sell
43,670
-879
-2% -$255K 0.59% 27
2024
Q4 		$13.3M Buy
44,549
+177
+0.4% +$51.6K 0.63% 24
2024
Q3 		$12.6M Sell
44,372
-1,199
-3% -$327K 0.58% 27
2024
Q2 		$12.2M Sell
45,571
-29,959
-40% -$7.75M 0.59% 27
2024
Q1 		$19.6M Sell
75,530
-22,871
-23% -$5.66M 1.06% 18
2023
Q4 		$23.3M Sell
98,401
-62,783
-39% -$13.9M 1.28% 18
2023
Q3 		$34.2M Sell
161,184
-12,439
-7% -$2.75M 2.38% 7
2023
Q2 		$38.2M Sell
173,623
-14,552
-8% -$3.04M 2.64% 7
2023
Q1 		$38.4M Sell
188,175
-5,124
-3% -$1.03M 2.74% 7
2022
Q4 		$37M Sell
193,299
-16,447
-8% -$3.17M 2.93% 7
2022
Q3 		$38M Sell
209,746
-9,821
-4% -$1.96M 3.5% 6
2022
Q2 		$41.4M Buy
219,567
+248
+0.1% +$51K 2.97% 7
2022
Q1 		$49.9M Sell
219,319
-1,450
-0.7% -$326K 3.53% 5
2021
Q4 		$53.3M Sell
220,769
-2,253
-1% -$532K 3.38% 4
2021
Q3 		$49.5M Sell
223,022
-1,821
-0.8% -$415K 3.37% 4
2021
Q2 		$50.1M Sell
224,843
-2,364
-1% -$513K 3.28% 4
2021
Q1 		$47M Buy
227,207
+684
+0.3% +$138K 3.16% 5
2020
Q4 		$44.1M Buy
226,523
+2,641
+1% +$483K 3.77% 4
2020
Q3 		$38.1M Sell
223,882
-16,756
-7% -$2.82M 3.9% 4
2020
Q2 		$37.7M Buy
240,638
+6,718
+3% +$991K 4.05% 4
2020
Q1 		$30.2M Sell
233,920
-6,378
-3% -$986K 3.6% 5
2019
Q4 		$39.3M Buy
240,298
+4,507
+2% +$706K 3.55% 6
2019
Q3 		$35.6M Buy
235,791
+4,638
+2% +$699K 3.27% 5
2019
Q2 		$34.7M Sell
231,153
-4,292
-2% -$632K 3.09% 6
2019
Q1 		$34.1M Buy
235,445
+6,958
+3% +$971K 3.02% 6
2018
Q4 		$29.2M Buy
228,487
+30,968
+16% +$4.28M 3% 7
2018
Q3 		$29.6M Buy
197,519
+11,585
+6% +$1.7M 3.02% 6
2018
Q2 		$26.1M Buy
185,934
+38,232
+26% +$5.33M 2.86% 9
2018
Q1 		$20M Buy
147,702
+8,371
+6% +$1.17M 2.4% 9
2017
Q4 		$19.1M Buy
139,331
+22,804
+20% +$3.05M 2.34% 10
2017
Q3 		$15.1M Buy
116,527
+17,386
+18% +$2.2M 1.99% 10
2017
Q2 		$12.3M Buy
99,141
+4,759
+5% +$586K 1.77% 11
2017
Q1 		$11.5M Buy
94,382
+74,546
+376% +$8.93M 1.44% 14
2016
Q4 		$2.29M Sell
19,836
-52,532
-73% -$5.91M 0.32% 75
2016
Q3 		$8.06M Buy
72,368
+5,695
+9% +$632K 1.08% 15
2016
Q2 		$7.14M Buy
66,673
+56,730
+571% +$6.01M 0.99% 20
2016
Q1 		$1.04M Hold
9,943
– – 0.21% 109
2015
Q4 		$1.04M Sell
9,943
-220
-2% -$23.2K 0.22% 104
2015
Q3 		$1M Hold
10,163
– – 0.22% 109
2015
Q2 		$1.09M Buy
10,163
+2,210
+28% +$241K 0.23% 106
2015
Q1 		$853K Buy
7,953
+4,740
+148% +$506K 0.18% 122
2014
Q4 		$341K Buy
3,213
+2,265
+239% +$234K 0.08% 181
2014
Q3 		$96K Buy
+948
New +$96.9K 0.03% 338

Other funds holding VTI

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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 Financial Group Inc (Wisconsin)'s VTI Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.56% in Q2 2026, buying an estimated $109K and bringing the position to 55,040 shares worth $20.4M. The position accounts for 0.67% of the portfolio, ranked #19.

Johnson Financial Group Inc (Wisconsin) first reported a position in VTI in Q3 2014 and has held it in 48 quarters since. The position peaked at $53.3M in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 55,040 shares of Vanguard Morningstar Total Stock Market ETF worth $20.4M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 306 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.67% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #19 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2014 and has held it in 48 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Vanguard Morningstar Total Stock Market ETF position peaked at $53.3M in Q4 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.