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

LM 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 		$12.5M Buy
33,873
+22,652
+202% +$8.1M 1.45% 15
2026
Q1 		$35K Sell
11,221
-486
-4% -$163K 0.55% 50
2025
Q4 		$34.9K Sell
11,707
-23,211
-66% -$7.72M 0.63% 47
2025
Q3 		$11.5M Hold
34,918
– – 1.65% 14
2025
Q2 		$10.6M Buy
34,918
+26
+0.1% +$7.31K 1.37% 12
2025
Q1 		$9.59M Sell
34,892
-788
-2% -$229K 1.73% 11
2024
Q4 		$10.3M Sell
35,680
-171
-0.5% -$49.9K 1.85% 11
2024
Q3 		$10.2M Buy
35,851
+53
+0.1% +$14.5K 2.06% 10
2024
Q2 		$9.58M Sell
35,798
-4,351
-11% -$1.13M 1.69% 10
2024
Q1 		$10.4M Buy
40,149
+3,946
+11% +$976K 1.66% 11
2023
Q4 		$8.59M Buy
+36,203
New +$8M 1.73% 12

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

LM Advisors's VTI Position: Q2 2026 in Review

LM Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 202% in Q2 2026, buying an estimated $8.1M and bringing the position to 33,873 shares worth $12.5M. The position accounts for 1.45% of the portfolio, ranked #15.

LM Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LM Advisors held 33,873 shares of Vanguard Morningstar Total Stock Market ETF worth $12.5M as of Q2 2026.
  • LM Advisors bought 22,652 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.1M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.45% of LM Advisors's portfolio in Q2 2026, its #15 holding.
  • LM Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.