LA
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Latitude Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Latitude 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 		$2.53M Sell
6,848
-134
-2% -$47.9K 1.01% 18
2026
Q1 		$2.24M Buy
6,982
+46
+0.7% +$15.4K 1.03% 18
2025
Q4 		$2.33M Sell
6,936
-572
-8% -$190K 1.02% 20
2025
Q3 		$2.46M Sell
7,508
-204
-3% -$64.4K 1.12% 17
2025
Q2 		$2.34M Buy
7,712
+148
+2% +$41.6K 1.18% 15
2025
Q1 		$2.08M Sell
7,564
-15
-0.2% -$4.36K 1.21% 16
2024
Q4 		$2.2M Buy
7,579
+157
+2% +$45.8K 1.24% 17
2024
Q3 		$2.1M Sell
7,422
-86
-1% -$23.5K 1.19% 16
2024
Q2 		$2.01M Sell
7,508
-171
-2% -$44.3K 1.23% 15
2024
Q1 		$2M Buy
7,679
+183
+2% +$45.3K 1.25% 16
2023
Q4 		$1.78M Buy
7,496
+79
+1% +$17.5K 1.25% 15
2023
Q3 		$1.58M Sell
7,417
-510
-6% -$113K 1.13% 19
2023
Q2 		$1.75M Buy
7,927
+90
+1% +$18.8K 1.21% 17
2023
Q1 		$1.6M Sell
7,837
-308
-4% -$61.7K 1.15% 20
2022
Q4 		$1.56M Buy
8,145
+1,582
+24% +$305K 1.17% 19
2022
Q3 		$1.18M Buy
6,563
+27
+0.4% +$5.38K 0.97% 23
2022
Q2 		$1.23M Sell
6,536
-12,152
-65% -$2.5M 1.13% 21
2022
Q1 		$4.25M Buy
18,688
+1,692
+10% +$381K 0.96% 18
2021
Q4 		$4.1M Sell
16,996
-45,413
-73% -$10.7M 1.15% 12
2021
Q3 		$13.9M Buy
62,409
+32,178
+106% +$7.34M 4.39% 4
2021
Q2 		$6.74M Buy
30,231
+21,925
+264% +$4.76M 4.99% 4
2021
Q1 		$1.72M Buy
8,306
+2,284
+38% +$462K 1.41% 14
2020
Q4 		$1.17M Buy
+6,022
New +$1.1M 1.04% 19

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 $44.6B AUM 28.94% 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

Latitude Advisors's VTI Position: Q2 2026 in Review

Latitude Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $47.9K and leaving 6,848 shares worth $2.53M. The position accounts for 1.01% of the portfolio, ranked #18.

Latitude Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.9M in Q3 2021. 1,897 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Latitude Advisors held 6,848 shares of Vanguard Morningstar Total Stock Market ETF worth $2.53M as of Q2 2026.
  • Latitude Advisors sold 134 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $47.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.01% of Latitude Advisors's portfolio in Q2 2026, its #18 holding.
  • Latitude Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $13.9M in Q3 2021.
  • 1,897 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.