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

Monograph Wealth 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 		$15.3M Buy
41,215
+355
+0.9% +$127K 1.25% 15
2026
Q1 		$13.1M Sell
40,860
-498
-1% -$167K 1.24% 15
2025
Q4 		$13.9M Buy
41,358
+3,156
+8% +$1.05M 1.36% 13
2025
Q3 		$12.6M Buy
38,202
+94
+0.2% +$29.7K 1.27% 14
2025
Q2 		$11.6M Sell
38,108
-4,833
-11% -$1.36M 1.43% 12
2025
Q1 		$11.8M Buy
42,941
+5,879
+16% +$1.71M 1.61% 11
2024
Q4 		$10.7M Buy
37,062
+71
+0.2% +$20.7K 1.42% 12
2024
Q3 		$10.5M Buy
36,991
+44
+0.1% +$12K 1.37% 14
2024
Q2 		$9.92M Sell
36,947
-6,850
-16% -$1.77M 1.45% 11
2024
Q1 		$11.4M Sell
43,797
-80
-0.2% -$19.8K 1.67% 9
2023
Q4 		$10.4M Buy
43,877
+12,419
+39% +$2.75M 1.87% 9
2023
Q3 		$6.68M Buy
31,458
+46
+0.1% +$10.2K 1.32% 10
2023
Q2 		$6.92M Sell
31,412
-268
-0.8% -$55.9K 1.49% 9
2023
Q1 		$6.47M Buy
31,680
+799
+3% +$160K 1.52% 9
2022
Q4 		$5.9M Buy
30,881
+62
+0.2% +$11.9K 1.56% 9
2022
Q3 		$5.53M Buy
30,819
+1,233
+4% +$246K 1.81% 7
2022
Q2 		$5.58M Sell
29,586
-1,857
-6% -$382K 1.62% 8
2022
Q1 		$7.16M Buy
31,443
+34
+0.1% +$7.65K 1.81% 6
2021
Q4 		$7.58M Buy
+31,409
New +$7.41M 1.91% 7

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

Monograph Wealth Advisors's VTI Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.87% in Q2 2026, buying an estimated $127K and bringing the position to 41,215 shares worth $15.3M. The position accounts for 1.25% of the portfolio, ranked #15.

Monograph Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Monograph Wealth Advisors held 41,215 shares of Vanguard Morningstar Total Stock Market ETF worth $15.3M as of Q2 2026.
  • Monograph Wealth Advisors bought 355 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $127K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.25% of Monograph Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.