Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$6.43M	Sell	17,363 -908	-5%	-$325K	0.06%	87
2026 Q1	$6.12M	Sell	18,271 -1,065	-6%	-$357K	0.06%	83
2025 Q4	$6.64M	Sell	19,336 -300	-2%	-$99.8K	0.06%	81
2025 Q3	$6.5M	Sell	19,636 -1,500	-7%	-$474K	0.06%	78
2025 Q2	$6.42M	Sell	21,136 -465	-2%	-$131K	0.06%	80
2025 Q1	$5.69M	Sell	21,601 -2,124	-9%	-$617K	0.06%	83
2024 Q4	$7.05M	Sell	23,725 -1,375	-5%	-$401K	0.06%	86
2024 Q3	$7.17M	Sell	25,100 -905	-3%	-$247K	0.06%	85
2024 Q2	$7.26M	Sell	26,005 -975	-4%	-$252K	0.07%	76
2024 Q1	$6.68M	Sell	26,980 -1,952	-7%	-$483K	0.07%	76
2023 Q4	$6.94M	Sell	28,932 -245	-0.8%	-$54.2K	0.07%	74
2023 Q3	$6.21M	Buy	29,177 +7,572	+35%	+$1.68M	0.07%	76
2023 Q2	$4.76M	Sell	21,605 -2,658	-11%	-$554K	0.05%	84
2023 Q1	$4.95M	Buy	24,263 +6,880	+40%	+$1.38M	0.06%	82
2022 Q4	$3.32M	Buy	17,383 +500	+3%	+$96.4K	0.04%	94
2022 Q3	$3.03M	Sell	16,883 -100	-0.6%	-$19.9K	0.04%	98
2022 Q2	$3.2M	Sell	16,983 -250	-1%	-$51.4K	0.04%	97
2022 Q1	$3.92M	Sell	17,233 -975	-5%	-$219K	0.04%	98
2021 Q4	$4.4M	Sell	18,208 -290	-2%	-$68.5K	0.04%	95
2021 Q3	$4.11M	Sell	18,498 -600	-3%	-$137K	0.04%	94
2021 Q2	$4.25M	Sell	19,098 -4,798	-20%	-$1.04M	0.04%	94
2021 Q1	$4.94M	Sell	23,896 -3,190	-12%	-$645K	0.05%	85
2020 Q4	$5.27M	Sell	27,086 -770	-3%	-$141K	0.06%	82
2020 Q3	$4.74M	Buy	27,856 +5,138	+23%	+$864K	0.06%	82
2020 Q2	$3.56M	Hold	22,718	–	–	0.05%	89
2020 Q1	$2.93M	Sell	22,718 -2,730	-11%	-$422K	0.05%	89
2019 Q4	$4.16M	Sell	25,448 -2,300	-8%	-$360K	0.06%	88
2019 Q3	$4.19M	Sell	27,748 -943	-3%	-$142K	0.06%	87
2019 Q2	$4.31M	Sell	28,691 -3,817	-12%	-$562K	0.06%	91
2019 Q1	$4.7M	Sell	32,508 -92	-0.3%	-$12.8K	0.07%	91
2018 Q4	$4.16M	Buy	32,600 +6,051	+23%	+$835K	0.08%	91
2018 Q3	$3.97M	Buy	26,549 +25,618	+2,752%	+$3.77M	0.06%	96
2018 Q2	$131K	Hold	931	–	–	﹤0.01%	321
2018 Q1	$126K	Buy	931 +626	+205%	+$87.8K	﹤0.01%	338
2017 Q4	$42K	Hold	305	–	–	﹤0.01%	455
2017 Q3	$40K	Hold	305	–	–	﹤0.01%	449
2017 Q2	$39K	Hold	305	–	–	﹤0.01%	442
2017 Q1	$37K	Buy	305 +155	+103%	+$18.6K	﹤0.01%	444
2016 Q4	$17K	Hold	150	–	–	﹤0.01%	484
2016 Q3	$17K	Hold	150	–	–	﹤0.01%	494
2016 Q2	$16K	Hold	150	–	–	﹤0.01%	503
2016 Q1	$16K	Buy	+150	New	+$14.9K	﹤0.01%	500
2015 Q1	–	Sell	-1,855	Closed	-$197K	–	644
2014 Q4	$197K	Hold	1,855	–	–	0.01%	277
2014 Q3	$188K	Hold	1,855	–	–	0.01%	278
2014 Q2	$189K	Hold	1,855	–	–	0.01%	282
2014 Q1	$181K	Hold	1,855	–	–	﹤0.01%	275
2013 Q4	$178K	Hold	1,855	–	–	﹤0.01%	269
2013 Q3	$163K	Hold	1,855	–	–	0.01%	258
2013 Q2	$153K	Buy	+1,855	New	+$154K	﹤0.01%	280

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VTI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5% in Q2 2026, selling an estimated $325K and leaving 17,363 shares worth $6.43M. The position accounts for 0.06% of the portfolio, ranked #87.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VTI in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.26M in Q2 2024. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 17,363 shares of Vanguard Morningstar Total Stock Market ETF worth $6.43M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 908 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $325K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #87 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 49 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $7.26M in Q2 2024.
2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.