LWM
VTI icon

LongView Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LongView Wealth Management’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 		$4.07M Buy
11,007
+232
+2% +$83K 1.05% 23
2026
Q1 		$3.69M Buy
10,775
+971
+10% +$326K 0.93% 30
2025
Q4 		$3.36M Buy
9,804
+53
+0.5% +$17.6K 0.81% 33
2025
Q3 		$3.2M Buy
9,751
+318
+3% +$100K 0.87% 32
2025
Q2 		$2.87M Buy
9,433
+632
+7% +$178K 0.87% 29
2025
Q1 		$2.42M Buy
8,801
+8
+0.1% +$2.32K 0.73% 32
2024
Q4 		$2.55M Sell
8,793
-27
-0.3% -$7.88K 0.78% 31
2024
Q3 		$2.5M Sell
8,820
-3
-0% -$818 0.8% 31
2024
Q2 		$2.36M Buy
8,823
+26
+0.3% +$6.73K 0.87% 29
2024
Q1 		$2.29M Buy
8,797
+2
+0% +$495 0.91% 27
2023
Q4 		$2.08M Buy
+8,795
New +$1.94M 0.93% 28

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

LongView Wealth Management's VTI Position: Q2 2026 in Review

LongView Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, buying an estimated $83K and bringing the position to 11,007 shares worth $4.07M. The position accounts for 1.05% of the portfolio, ranked #23.

LongView Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LongView Wealth Management held 11,007 shares of Vanguard Morningstar Total Stock Market ETF worth $4.07M as of Q2 2026.
  • LongView Wealth Management bought 232 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $83K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.05% of LongView Wealth Management's portfolio in Q2 2026, its #23 holding.
  • LongView Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.