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

Morningstar Investment 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 		$53M Hold
165,190
– – 3.27% 3
2026
Q1 		$53M Sell
165,190
-48,129
-23% -$16.1M 3.28% 3
2025
Q4 		$71.5M Sell
213,319
-6,014
-3% -$2M 4.22% 2
2025
Q3 		$72M Sell
219,333
-14,493
-6% -$4.58M 2.65% 5
2025
Q2 		$71.1M Buy
233,826
+9,550
+4% +$2.69M 6.24% 3
2025
Q1 		$61.6M Sell
224,276
-20,092
-8% -$5.84M 5.25% 6
2024
Q4 		$70.8M Sell
244,368
-16,964
-6% -$4.95M 5.58% 4
2024
Q3 		$75.4M Buy
261,332
+27,315
+12% +$7.45M 7.45% 3
2024
Q2 		$62.6M Buy
234,017
+5,862
+3% +$1.52M 6.54% 4
2024
Q1 		$59.3M Buy
228,155
+11,437
+5% +$2.83M 6.43% 5
2023
Q4 		$51.4M Buy
216,718
+18,431
+9% +$4.07M 5.91% 5
2023
Q3 		$42.1M Buy
198,287
+5,870
+3% +$1.3M 5.78% 6
2023
Q2 		$42.4M Buy
192,417
+24,122
+14% +$5.03M 5.63% 5
2023
Q1 		$34.3M Sell
168,295
-1,120
-0.7% -$224K 5.05% 7
2022
Q4 		$32.4M Buy
169,415
+25,225
+17% +$4.86M 5.47% 6
2022
Q3 		$25.9M Buy
144,190
+18,876
+15% +$3.76M 4.9% 6
2022
Q2 		$23.6M Buy
125,314
+38,097
+44% +$7.83M 4.49% 7
2022
Q1 		$19.9M Buy
87,217
+15,130
+21% +$3.4M 3.72% 6
2021
Q4 		$17.4M Buy
72,087
+3,756
+5% +$887K 2.64% 9
2021
Q3 		$15.3M Buy
68,331
+17,210
+34% +$3.92M 2.56% 12
2021
Q2 		$11.4M Buy
51,121
+10,621
+26% +$2.31M 1.28% 24
2021
Q1 		$8.37M Buy
40,500
+2,436
+6% +$493K 0.84% 24
2020
Q4 		$7.41M Sell
38,064
-2,026
-5% -$370K 0.83% 25
2020
Q3 		$6.83M Buy
40,090
+84
+0.2% +$14.1K 0.85% 24
2020
Q2 		$6.26M Sell
40,006
-6,739
-14% -$994K 0.86% 22
2020
Q1 		$6.03M Buy
+46,745
New +$7.23M 1.11% 21

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Morningstar Investment Management's VTI Position: Q2 2026 in Review

Morningstar Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 165,190 shares worth $53M. The position accounts for 3.27% of the portfolio, ranked #3.

Morningstar Investment Management first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $75.4M in Q3 2024. 2,002 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Morningstar Investment Management held 165,190 shares of Vanguard Morningstar Total Stock Market ETF worth $53M as of Q2 2026.
  • Morningstar Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 3.27% of Morningstar Investment Management's portfolio in Q2 2026, its #3 holding.
  • Morningstar Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • Morningstar Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $75.4M in Q3 2024.
  • 2,002 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.