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Moneta Group Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Moneta Group Investment 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 		$196M Sell
528,434
-1,056
-0.2% -$378K 1.45% 17
2026
Q1 		$170M Buy
529,490
+2,200
+0.4% +$738K 1.28% 18
2025
Q4 		$177M Sell
527,290
-45,774
-8% -$15.2M 1.34% 17
2025
Q3 		$188M Buy
573,064
+69,211
+14% +$21.9M 1.49% 14
2025
Q2 		$153M Buy
503,853
+19,240
+4% +$5.41M 1.82% 15
2025
Q1 		$133M Buy
484,613
+131,378
+37% +$38.2M 1.84% 14
2024
Q4 		$102M Buy
353,235
+9,089
+3% +$2.65M 1.43% 21
2024
Q3 		$97.4M Sell
344,146
-12,234
-3% -$3.34M 1.42% 20
2024
Q2 		$95.3M Sell
356,380
-1,908
-0.5% -$494K 1.52% 20
2024
Q1 		$93.1M Buy
358,288
+74,981
+26% +$18.6M 1.52% 20
2023
Q4 		$67.2M Sell
283,307
-14,379
-5% -$3.18M 1.33% 19
2023
Q3 		$63.2M Sell
297,686
-5,571
-2% -$1.23M 1.44% 15
2023
Q2 		$66.8M Buy
303,257
+28,340
+10% +$5.91M 1.48% 15
2023
Q1 		$56.1M Sell
274,917
-323,183
-54% -$64.7M 1.35% 18
2022
Q4 		$122M Buy
598,100
+517,351
+641% +$99.7M 3.35% 5
2022
Q3 		$14.5M Sell
80,749
-4,433
-5% -$884K 0.55% 46
2022
Q2 		$16.1M Buy
85,182
+25,451
+43% +$5.23M 0.55% 46
2022
Q1 		$13.6M Sell
59,731
-1,137
-2% -$256K 0.53% 47
2021
Q4 		$14.7M Buy
60,868
+6,806
+13% +$1.61M 0.6% 43
2021
Q3 		$12M Buy
54,062
+4,282
+9% +$976K 0.55% 47
2021
Q2 		$11.1M Buy
49,780
+2,840
+6% +$616K 0.51% 51
2021
Q1 		$9.7M Buy
46,940
+31,722
+208% +$6.42M 0.51% 50
2020
Q4 		$2.96M Buy
15,218
+909
+6% +$166K 0.21% 81
2020
Q3 		$2.44M Buy
14,309
+1,129
+9% +$190K 0.21% 80
2020
Q2 		$2.06M Sell
13,180
-279
-2% -$41.1K 0.2% 85
2020
Q1 		$1.74M Buy
13,459
+8,527
+173% +$1.32M 0.18% 82
2019
Q4 		$807K Sell
4,932
-42
-0.8% -$6.58K 0.07% 135
2019
Q3 		$751K Buy
4,974
+64
+1% +$9.65K 0.07% 138
2019
Q2 		$737K Sell
4,910
-432
-8% -$63.6K 0.07% 131
2019
Q1 		$773K Buy
5,342
+218
+4% +$30.4K 0.08% 115
2018
Q4 		$654K Sell
5,124
-1,161
-18% -$160K 0.08% 122
2018
Q3 		$940K Sell
6,285
-1,722
-22% -$253K 0.1% 108
2018
Q2 		$1.12M Buy
8,007
+2,315
+41% +$323K 0.13% 100
2018
Q1 		$773K Buy
5,692
+623
+12% +$87.4K 0.1% 92
2017
Q4 		$696K Buy
5,069
+160
+3% +$21.4K 0.11% 100
2017
Q3 		$636K Sell
4,909
-10
-0.2% -$1.27K 0.1% 99
2017
Q2 		$612K Sell
4,919
-38
-0.8% -$4.68K 0.1% 105
2017
Q1 		$601K Sell
4,957
-36
-0.7% -$4.31K 0.12% 78
2016
Q4 		$576K Buy
4,993
+40
+0.8% +$4.5K 0.12% 81
2016
Q3 		$551K Sell
4,953
-314
-6% -$34.8K 0.13% 74
2016
Q2 		$564K Buy
5,267
+6
+0.1% +$636 0.12% 103
2016
Q1 		$551K Buy
5,261
+2,257
+75% +$224K 0.12% 98
2015
Q4 		$313K Hold
3,004
– – 0.08% 106
2015
Q3 		$297K Hold
3,004
– – 0.08% 103
2015
Q2 		$321K Sell
3,004
-82
-3% -$8.95K 0.1% 98
2015
Q1 		$331K Buy
+3,086
New +$330K 0.14% 113

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

Moneta Group Investment Advisors's VTI Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q2 2026, selling an estimated $378K and leaving 528,434 shares worth $196M. The position accounts for 1.45% of the portfolio, ranked #17.

Moneta Group Investment Advisors first reported a position in VTI in Q1 2015 and has held it in 46 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Moneta Group Investment Advisors held 528,434 shares of Vanguard Morningstar Total Stock Market ETF worth $196M as of Q2 2026.
  • Moneta Group Investment Advisors sold 1,056 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $378K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.45% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 46 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.