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LBJ Family Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LBJ Family Wealth 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 		$1.46M Hold
3,962
– – 0.74% 19
2026
Q1 		$1.24M Hold
3,962
– – 0.72% 19
2025
Q4 		$1.33M Sell
3,962
-908
-19% -$302K 0.73% 19
2025
Q3 		$1.6M Hold
4,870
– – 0.87% 17
2025
Q2 		$1.48M Hold
4,870
– – 0.86% 17
2025
Q1 		$1.34M Sell
4,870
-286
-6% -$83.1K 0.85% 17
2024
Q4 		$1.49M Buy
5,156
+264
+5% +$77K 0.89% 14
2024
Q3 		$1.39M Sell
4,892
-324
-6% -$88.4K 0.82% 16
2024
Q2 		$1.4M Sell
5,216
-341
-6% -$88.3K 0.88% 15
2024
Q1 		$1.44M Hold
5,557
– – 0.92% 13
2023
Q4 		$1.32M Sell
5,557
-232
-4% -$51.3K 0.91% 14
2023
Q3 		$1.23M Hold
5,789
– – 0.92% 14
2023
Q2 		$1.27M Hold
5,789
– – 0.89% 14
2023
Q1 		$1.18M Hold
5,789
– – 0.83% 13
2022
Q4 		$1.11M Hold
5,789
– – 0.83% 14
2022
Q3 		$1.04M Buy
5,789
+25
+0.4% +$4.98K 0.84% 13
2022
Q2 		$1.09M Buy
5,764
+22
+0.4% +$4.52K 0.81% 13
2022
Q1 		$1.27M Buy
5,742
+18
+0.3% +$4.05K 0.81% 12
2021
Q4 		$1.38M Sell
5,724
-2,423
-30% -$572K 0.8% 12
2021
Q3 		$1.81M Hold
8,147
– – 1.08% 12
2021
Q2 		$1.81M Buy
8,147
+25
+0.3% +$5.43K 1.08% 13
2021
Q1 		$1.68M Sell
8,122
-2,007
-20% -$406K 1.06% 13
2020
Q4 		$1.97M Sell
10,129
-513
-5% -$93.8K 1.28% 12
2020
Q3 		$1.81M Buy
10,642
+43
+0.4% +$7.23K 1.37% 12
2020
Q2 		$1.66M Buy
10,599
+48
+0.5% +$7.08K 1.33% 12
2020
Q1 		$1.36M Buy
10,551
+50
+0.5% +$7.73K 1.32% 12
2019
Q4 		$1.72M Buy
10,501
+56
+0.5% +$8.77K 1.19% 12
2019
Q3 		$1.58M Buy
10,445
+48
+0.5% +$7.24K 1.19% 12
2019
Q2 		$1.58M Buy
10,397
+38
+0.4% +$5.6K 1.17% 12
2019
Q1 		$1.5M Buy
10,359
+55
+0.5% +$7.67K 0.84% 12
2018
Q4 		$1.31M Buy
10,304
+109
+1% +$15K 1.15% 12
2018
Q3 		$1.53M Hold
10,195
– – 1.17% 14
2018
Q2 		$1.43M Buy
10,195
+43
+0.4% +$6K 1.15% 14
2018
Q1 		$1.38M Buy
10,152
+43
+0.4% +$6.03K 1.14% 15
2017
Q4 		$1.39M Buy
10,109
+49
+0.5% +$6.56K 1.14% 15
2017
Q3 		$1.3M Sell
10,060
-57
-0.6% -$7.22K 1.11% 15
2017
Q2 		$1.25M Buy
10,117
+146
+1% +$18K 1.13% 15
2017
Q1 		$1.21M Buy
9,971
+44
+0.4% +$5.27K 1.15% 15
2016
Q4 		$1.15M Buy
9,927
+63
+0.6% +$7.09K 1.14% 14
2016
Q3 		$1.1M Buy
9,864
+47
+0.5% +$5.21K 1.14% 14
2016
Q2 		$1.05M Buy
9,817
+44
+0.5% +$4.66K 1.18% 15
2016
Q1 		$1.02M Buy
+9,773
New +$969K 1.18% 15

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

LBJ Family Wealth Advisors's VTI Position: Q2 2026 in Review

LBJ Family Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,962 shares worth $1.46M. The position accounts for 0.74% of the portfolio, ranked #19.

LBJ Family Wealth Advisors first reported a position in VTI in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.97M in Q4 2020. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LBJ Family Wealth Advisors held 3,962 shares of Vanguard Morningstar Total Stock Market ETF worth $1.46M as of Q2 2026.
  • LBJ Family Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.74% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • LBJ Family Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 42 quarters since.
  • LBJ Family Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.97M in Q4 2020.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.