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

NewEdge Wealth’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 		$59.3M Buy
160,346
+4,949
+3% +$1.77M 0.59% 42
2026
Q1 		$49.9M Sell
155,397
-69,170
-31% -$23.2M 0.59% 44
2025
Q4 		$75.3M Buy
224,567
+102,513
+84% +$34.1M 0.85% 21
2025
Q3 		$40.7M Buy
122,054
+2,384
+2% +$753K 0.58% 43
2025
Q2 		$37.2M Buy
119,670
+16,118
+16% +$4.53M 0.58% 42
2025
Q1 		$28.5M Buy
103,552
+6,342
+7% +$1.84M 0.52% 50
2024
Q4 		$28.2M Buy
97,210
+4,018
+4% +$1.17M 0.49% 55
2024
Q3 		$26.4M Buy
93,192
+1,163
+1% +$317K 0.48% 60
2024
Q2 		$24.6M Buy
92,029
+421
+0.5% +$109K 0.53% 49
2024
Q1 		$23M Buy
91,608
+70
+0.1% +$17.3K 0.51% 47
2023
Q4 		$21.7M Buy
91,538
+34,149
+60% +$7.55M 0.56% 42
2023
Q3 		$12.2M Buy
57,389
+2,367
+4% +$524K 0.39% 77
2023
Q2 		$12.1M Buy
55,022
+8,338
+18% +$1.74M 0.4% 74
2023
Q1 		$9.53M Sell
46,684
-687
-1% -$138K 0.36% 80
2022
Q4 		$9.06M Buy
47,371
+1,280
+3% +$247K 0.39% 77
2022
Q3 		$8.27M Sell
46,091
-11,431
-20% -$2.28M 0.39% 73
2022
Q2 		$10.8M Buy
57,522
+1,385
+2% +$285K 0.49% 53
2022
Q1 		$12.8M Sell
56,137
-12,269
-18% -$2.76M 0.57% 40
2021
Q4 		$16.5M Buy
+68,406
New +$16.1M 0.69% 31

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

NewEdge Wealth's VTI Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, buying an estimated $1.77M and bringing the position to 160,346 shares worth $59.3M. The position accounts for 0.59% of the portfolio, ranked #42.

NewEdge Wealth first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $75.3M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • NewEdge Wealth held 160,346 shares of Vanguard Morningstar Total Stock Market ETF worth $59.3M as of Q2 2026.
  • NewEdge Wealth bought 4,949 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.77M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of NewEdge Wealth's portfolio in Q2 2026, its #42 holding.
  • NewEdge Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $75.3M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.