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Leeward Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Leeward Financial Partners’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 		$522K Sell
1,410
-89
-6% -$31.8K 0.14% 72
2026
Q1 		$481K Hold
1,499
– – 0.14% 67
2025
Q4 		$503K Buy
1,499
+89
+6% +$29.6K 0.14% 63
2025
Q3 		$463K Sell
1,410
-36
-2% -$11.4K 0.13% 68
2025
Q2 		$439K Buy
1,446
+7
+0.5% +$1.97K 0.14% 66
2025
Q1 		$395K Buy
1,439
+249
+21% +$72.3K 0.15% 62
2024
Q4 		$345K Hold
1,190
– – 0.12% 70
2024
Q3 		$337K Sell
1,190
-51
-4% -$13.9K 0.13% 69
2024
Q2 		$332K Buy
1,241
+51
+4% +$13.2K 0.13% 66
2024
Q1 		$309K Sell
1,190
-110
-8% -$27.2K 0.13% 71
2023
Q4 		$308K Buy
+1,300
New +$287K 0.15% 70

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

Leeward Financial Partners's VTI Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.9% in Q2 2026, selling an estimated $31.8K and leaving 1,410 shares worth $522K. The position accounts for 0.14% of the portfolio, ranked #72.

Leeward Financial Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Leeward Financial Partners held 1,410 shares of Vanguard Morningstar Total Stock Market ETF worth $522K as of Q2 2026.
  • Leeward Financial Partners sold 89 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Leeward Financial Partners's portfolio in Q2 2026, its #72 holding.
  • Leeward Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.