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Jordan Park Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jordan Park Group’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 		$3.34M Hold
9,025
– – 0.17% 35
2026
Q1 		$2.9M Hold
9,025
– – 0.15% 40
2025
Q4 		$3.03M Hold
9,025
– – 0.18% 33
2025
Q3 		$2.96M Sell
9,025
-169
-2% -$53.4K 0.17% 33
2025
Q2 		$2.79M Sell
9,194
-852
-8% -$240K 0.18% 31
2025
Q1 		$2.76M Sell
10,046
-1,340
-12% -$389K 0.2% 29
2024
Q4 		$3.3M Sell
11,386
-1,105
-9% -$322K 0.24% 29
2024
Q3 		$3.54M Sell
12,491
-28
-0.2% -$7.64K 0.24% 28
2024
Q2 		$3.35M Sell
12,519
-482
-4% -$125K 0.26% 23
2024
Q1 		$3.38M Hold
13,001
– – 0.21% 25
2023
Q4 		$3.08M Buy
13,001
+5,842
+82% +$1.29M 0.21% 25
2023
Q3 		$1.52M Sell
7,159
-179
-2% -$39.6K 0.11% 31
2023
Q2 		$1.62M Sell
7,338
-483
-6% -$101K 0.11% 31
2023
Q1 		$1.6M Sell
7,821
-1,135
-13% -$227K 0.1% 29
2022
Q4 		$1.71M Buy
8,956
+7,494
+513% +$1.44M 0.13% 27
2022
Q3 		$262K Sell
1,462
-7,821
-84% -$1.56M 0.02% 38
2022
Q2 		$1.75M Buy
9,283
+1,462
+19% +$300K 0.17% 27
2022
Q1 		$1.78M Hold
7,821
– – 0.16% 22
2021
Q4 		$1.89M Buy
+7,821
New +$1.85M 0.14% 27
2021
Q3 		– Sell
-908
Closed -$202K – 99
2021
Q2 		$202K Buy
+908
New +$197K 0.45% 70
2020
Q2 		– Sell
-3,426
Closed -$442K – 45
2020
Q1 		$442K Buy
+3,426
New +$530K 0.04% 33

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

Jordan Park Group's VTI Position: Q2 2026 in Review

Jordan Park Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 9,025 shares worth $3.34M. The position accounts for 0.17% of the portfolio, ranked #35.

Jordan Park Group first reported a position in VTI in Q1 2020 and has held it in 21 quarters since. The position peaked at $3.54M in Q3 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Jordan Park Group held 9,025 shares of Vanguard Morningstar Total Stock Market ETF worth $3.34M as of Q2 2026.
  • Jordan Park Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Jordan Park Group's portfolio in Q2 2026, its #35 holding.
  • Jordan Park Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 21 quarters since.
  • Jordan Park Group's Vanguard Morningstar Total Stock Market ETF position peaked at $3.54M in Q3 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.