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

Minot DeBlois 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 		$13.3K Hold
36
– – 0.01% 138
2026
Q1 		$11.5K Hold
36
– – 0.01% 140
2025
Q4 		$12K Hold
36
– – 0.01% 121
2025
Q3 		$11.7K Hold
36
– – 0.01% 145
2025
Q2 		$10.8K Hold
36
– – 0.01% 154
2025
Q1 		$9.77K Buy
36
+1
+3% +$291 0.01% 155
2024
Q4 		$10.3K Buy
+35
New +$10.2K 0.01% 198

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

Minot DeBlois Advisors's VTI Position: Q2 2026 in Review

Minot DeBlois Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 36 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #138.

Minot DeBlois Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Minot DeBlois Advisors held 36 shares of Vanguard Morningstar Total Stock Market ETF worth $13.3K as of Q2 2026.
  • Minot DeBlois Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #138 holding.
  • Minot DeBlois Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.