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

Operose 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 		$91.1M Sell
246,202
-241
-0.1% -$86.2K 17.61% 1
2026
Q1 		$79.1M Buy
246,443
+10,606
+4% +$3.56M 18.33% 1
2025
Q4 		$79.1M Sell
235,837
-3,985
-2% -$1.33M 18.42% 1
2025
Q3 		$78.7M Buy
239,822
+16,555
+7% +$5.23M 19.62% 1
2025
Q2 		$67.9M Buy
223,267
+3,082
+1% +$867K 19.14% 1
2025
Q1 		$60.5M Buy
220,185
+6,518
+3% +$1.89M 20.05% 1
2024
Q4 		$61.9M Buy
213,667
+11,477
+6% +$3.35M 21.18% 1
2024
Q3 		$57.3M Buy
202,190
+8,749
+5% +$2.39M 18.52% 1
2024
Q2 		$51.7M Buy
193,441
+19,479
+11% +$5.04M 18.32% 2
2024
Q1 		$45.2M Buy
173,962
+15,036
+9% +$3.72M 15.27% 2
2023
Q4 		$37.7M Buy
158,926
+18,525
+13% +$4.1M 15.09% 2
2023
Q3 		$29.8M Buy
140,401
+12,788
+10% +$2.83M 11.81% 2
2023
Q2 		$28.1M Buy
127,613
+13,978
+12% +$2.92M 12.74% 2
2023
Q1 		$23.2M Buy
113,635
+26,934
+31% +$5.39M 11.52% 2
2022
Q4 		$16.6M Buy
86,701
+30,612
+55% +$5.9M 8.85% 3
2022
Q3 		$10.1M Buy
56,089
+6,728
+14% +$1.34M 6.61% 3
2022
Q2 		$9.31M Buy
49,361
+19,753
+67% +$4.06M 6.55% 3
2022
Q1 		$6.74M Buy
29,608
+15,427
+109% +$3.47M 4.66% 4
2021
Q4 		$3.42M Buy
+14,181
New +$3.35M 2.79% 9

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

Operose Advisors's VTI Position: Q2 2026 in Review

Operose Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.1% in Q2 2026, selling an estimated $86.2K and leaving 246,202 shares worth $91.1M. The position accounts for 17.61% of the portfolio, ranked #1.

Operose Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Operose Advisors held 246,202 shares of Vanguard Morningstar Total Stock Market ETF worth $91.1M as of Q2 2026.
  • Operose Advisors sold 241 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $86.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 17.61% of Operose Advisors's portfolio in Q2 2026, its #1 holding.
  • Operose Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.