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Laurel Wealth Advisors (North Carolina)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$631K Buy
1,704
+206
+14% +$73.7K 0.06% 135
2026
Q1 		$544K Sell
1,498
-1,413
-49% -$474K 0.05% 139
2025
Q4 		$976K Sell
2,911
-44
-1% -$14.6K 0.13% 114
2025
Q3 		$970K Sell
2,955
-22
-0.7% -$6.95K 0.14% 115
2025
Q2 		$905K Buy
2,977
+1,630
+121% +$458K 0.14% 114
2025
Q1 		$370K Buy
1,347
+152
+13% +$44.2K 0.06% 142
2024
Q4 		$346K Buy
1,195
+62
+5% +$18.1K 0.05% 143
2024
Q3 		$321K Buy
1,133
+33
+3% +$9K 0.05% 149
2024
Q2 		$294K Hold
1,100
– – 0.05% 147
2024
Q1 		$286K Hold
1,100
– – 0.05% 148
2023
Q4 		$261K Hold
1,100
– – 0.05% 154
2023
Q3 		$233K Buy
1,100
+1
+0.1% +$221 0.05% 156
2023
Q2 		$242K Sell
1,099
-15
-1% -$3.13K 0.05% 156
2023
Q1 		$227K Hold
1,114
– – 0.05% 160
2022
Q4 		$213K Sell
1,114
-99
-8% -$19.1K 0.05% 159
2022
Q3 		$218K Hold
1,213
– – 0.05% 153
2022
Q2 		$229K Buy
1,213
+40
+3% +$8.22K 0.06% 146
2022
Q1 		$267K Hold
1,173
– – 0.06% 153
2021
Q4 		$283K Buy
1,173
+35
+3% +$8.26K 0.06% 143
2021
Q3 		$253K Buy
1,138
+69
+6% +$15.7K 0.06% 150
2021
Q2 		$238K Hold
1,069
– – 0.05% 158
2021
Q1 		$221K Buy
1,069
+2
+0.2% +$405 0.05% 155
2020
Q4 		$208K Hold
1,067
– – 0.05% 151
2020
Q3 		$182K Buy
1,067
+355
+50% +$59.7K 0.05% 144
2020
Q2 		$111K Hold
712
– – 0.04% 168
2020
Q1 		$92K Hold
712
– – 0.03% 171
2019
Q4 		$117K Hold
712
– – 0.04% 172
2019
Q3 		$108K Hold
712
– – 0.04% 175
2019
Q2 		$107K Hold
712
– – 0.04% 174
2019
Q1 		$103K Hold
712
– – 0.04% 174
2018
Q4 		$91K Buy
+712
New +$98.3K 0.04% 170

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

Laurel Wealth Advisors (North Carolina)'s VTI Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $73.7K and bringing the position to 1,704 shares worth $631K. The position accounts for 0.06% of the portfolio, ranked #135.

Laurel Wealth Advisors (North Carolina) first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $976K in Q4 2025. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 1,704 shares of Vanguard Morningstar Total Stock Market ETF worth $631K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 206 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $73.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #135 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Morningstar Total Stock Market ETF position peaked at $976K in Q4 2025.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.