Johnson & White Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Johnson & White Wealth Management’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	$612K	Sell	1,653 -25	-1%	-$8.94K	0.23%	73
2026 Q1	$538K	Sell	1,678 -22	-1%	-$7.38K	0.23%	75
2025 Q4	$570K	Sell	1,700 -28	-2%	-$9.31K	0.25%	71
2025 Q3	$567K	Sell	1,728 -18	-1%	-$5.69K	0.26%	70
2025 Q2	$531K	Buy	1,746 +2	+0.1%	+$563	0.27%	68
2025 Q1	$479K	Sell	1,744 -130	-7%	-$37.8K	0.27%	66
2024 Q4	$542K	Buy	+1,874	New	+$547K	0.33%	59
2024 Q2	–	Sell	-1,949	Closed	-$506K	–	86
2024 Q1	$506K	Buy	1,949 +92	+5%	+$22.8K	0.37%	57
2023 Q4	$441K	Sell	1,857 -843	-31%	-$186K	0.37%	57
2023 Q3	$574K	Buy	+2,700	New	+$598K	0.52%	46
2023 Q2	–	Sell	-2,717	Closed	-$555K	–	72
2023 Q1	$555K	Buy	+2,717	New	+$544K	0.49%	48
2022 Q4	–	Sell	-2,277	Closed	-$409K	–	127
2022 Q3	$409K	Buy	+2,277	New	+$454K	0.46%	51

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Johnson & White Wealth Management's VTI Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $8.94K and leaving 1,653 shares worth $612K. The position accounts for 0.23% of the portfolio, ranked #73.

Johnson & White Wealth Management first reported a position in VTI in Q3 2022 and has held it in 12 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Johnson & White Wealth Management held 1,653 shares of Vanguard Morningstar Total Stock Market ETF worth $612K as of Q2 2026.
Johnson & White Wealth Management sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Johnson & White Wealth Management's portfolio in Q2 2026, its #73 holding.
Johnson & White Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 12 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.