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

NewEdge 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
Q1 		$122M Sell
381,666
-38,482
-9% -$12.9M 0.44% 45
2025
Q4 		$141M Buy
420,148
+20,431
+5% +$6.8M 0.51% 38
2025
Q3 		$131M Buy
399,717
+3,708
+0.9% +$1.17M 0.6% 28
2025
Q2 		$120M Buy
396,009
+42,223
+12% +$11.9M 0.62% 24
2025
Q1 		$97.2M Buy
353,786
+26,281
+8% +$7.64M 0.58% 27
2024
Q4 		$94.9M Buy
327,505
+51,856
+19% +$15.1M 0.57% 25
2024
Q3 		$78.1M Buy
275,649
+20,735
+8% +$5.66M 0.51% 29
2024
Q2 		$68.2M Buy
254,914
+6,903
+3% +$1.79M 0.5% 32
2024
Q1 		$64.5M Buy
248,011
+38,098
+18% +$9.43M 0.56% 29
2023
Q4 		$50.1M Buy
209,913
+17,359
+9% +$3.84M 0.48% 42
2023
Q3 		$40.9M Sell
192,554
-1,853
-1% -$410K 0.45% 47
2023
Q2 		$42.8M Sell
194,407
-9,591
-5% -$2M 0.48% 43
2023
Q1 		$41.6M Buy
203,998
+8,853
+5% +$1.77M 0.52% 40
2022
Q4 		$11.9M Buy
195,145
+81,056
+71% +$15.6M 0.32% 66
2022
Q3 		$20.5M Sell
114,089
-3,647
-3% -$727K 0.34% 74
2022
Q2 		$22.2M Buy
117,736
+11,630
+11% +$2.39M 0.37% 65
2022
Q1 		$24.2M Sell
106,106
-2,320
-2% -$522K 0.39% 60
2021
Q4 		$26.2M Buy
108,426
+6,366
+6% +$1.5M 0.39% 55
2021
Q3 		$22.7M Sell
102,060
-7,220
-7% -$1.65M 0.56% 45
2021
Q2 		$24.4M Sell
109,280
-14,870
-12% -$3.23M 0.65% 36
2021
Q1 		$25.7M Buy
124,150
+9,779
+9% +$1.98M 0.76% 27
2020
Q4 		$22.3M Buy
114,371
+14,048
+14% +$2.57M 0.73% 35
2020
Q3 		$17.1M Sell
100,323
-6,119
-6% -$1.03M 0.59% 42
2020
Q2 		$16.7M Buy
106,442
+14,837
+16% +$2.19M 0.65% 42
2020
Q1 		$11.8M Buy
91,605
+25,154
+38% +$3.89M 0.57% 44
2019
Q4 		$10.9M Buy
66,451
+13,334
+25% +$2.09M 0.43% 54
2019
Q3 		$8.02M Sell
53,117
-1,137
-2% -$171K 0.36% 78
2019
Q2 		$8.14M Sell
54,254
-161
-0.3% -$23.7K 0.5% 54
2019
Q1 		$7.87M Buy
54,415
+4,337
+9% +$605K 0.51% 52
2018
Q4 		$6.39K Buy
50,078
+39,661
+381% +$5.48M 0.41% 58
2018
Q3 		$1.56M Buy
10,417
+7,346
+239% +$1.08M 0.12% 175
2018
Q2 		$432 Buy
3,071
+922
+43% +$129K 0.04% 333
2018
Q1 		$285K Buy
2,149
+563
+35% +$78.9K 0.03% 361
2017
Q4 		$223K Buy
+1,586
New +$212K 0.03% 375
2017
Q3 		– Sell
-1,451
Closed -$181K – 1112
2017
Q2 		$181K Buy
+1,451
New +$179K 0.03% 337
2016
Q4 		– Sell
-4,480
Closed -$500K – 292
2016
Q3 		$500K Buy
+4,480
New +$497K 0.16% 123

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Advisors's VTI Position: Q1 2026 in Review

NewEdge Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.2% in Q1 2026, selling an estimated $12.9M and leaving 381,666 shares worth $122M. The position accounts for 0.44% of the portfolio, ranked #45.

NewEdge Advisors first reported a position in VTI in Q3 2016 and has held it in 36 quarters since. The position peaked at $141M in Q4 2025. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • NewEdge Advisors held 381,666 shares of Vanguard Morningstar Total Stock Market ETF worth $122M as of Q1 2026.
  • NewEdge Advisors sold 38,482 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $12.9M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of NewEdge Advisors's portfolio in Q1 2026, its #45 holding.
  • NewEdge Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 36 quarters since.
  • NewEdge Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $141M in Q4 2025.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.