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

Moss Adams 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	$480M	Buy	1,297,507 +37,591	+3%	+$13.4M	30%	1
2026 Q1	$404M	Buy	1,259,916 +38,437	+3%	+$12.9M	29.56%	1
2025 Q4	$410M	Buy	1,221,479 +171,156	+16%	+$56.9M	29.69%	1
2025 Q3	$345M	Buy	1,050,323 +181,299	+21%	+$57.3M	26.93%	1
2025 Q2	$265M	Buy	869,024 +44,444	+5%	+$12.5M	24.04%	1
2025 Q1	$227M	Buy	824,580 +42,122	+5%	+$12.2M	23.86%	1
2024 Q4	$227M	Buy	782,458 +13,451	+2%	+$3.92M	23.97%	1
2024 Q3	$218M	Buy	769,007 +32,239	+4%	+$8.79M	23.89%	1
2024 Q2	$198M	Buy	736,768 +37,302	+5%	+$9.65M	27.27%	1
2024 Q1	$182M	Buy	699,466 +209,346	+43%	+$51.8M	29.21%	1
2023 Q4	$116M	Buy	490,120 +488,915	+40,574%	+$108M	24.24%	1
2023 Q3	$256K	Sell	1,205 -107	-8%	-$23.7K	0.09%	74
2023 Q2	$289K	Sell	1,312 -2,716	-67%	-$567K	0.09%	66
2023 Q1	$822K	Sell	4,028 -3,027	-43%	-$606K	0.28%	30
2022 Q4	$1.35M	Buy	+7,055	New	+$1.36M	0.67%	28

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moss Adams Wealth Advisors's VTI Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, buying an estimated $13.4M and bringing the position to 1,297,507 shares worth $480M. The position accounts for 30% of the portfolio, ranked #1.

Moss Adams Wealth Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Moss Adams Wealth Advisors held 1,297,507 shares of Vanguard Morningstar Total Stock Market ETF worth $480M as of Q2 2026.
Moss Adams Wealth Advisors bought 37,591 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.4M.
Vanguard Morningstar Total Stock Market ETF made up 30% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.