&Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

&Partners’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	$111M	Buy	300,858 +42,331	+16%	+$15.1M	0.46%	38
2026 Q1	$83M	Buy	258,527 +14,839	+6%	+$4.98M	0.41%	45
2025 Q4	$81.7M	Buy	243,688 +124,460	+104%	+$41.4M	0.43%	43
2025 Q3	$39.1M	Buy	119,228 +30,518	+34%	+$9.64M	0.25%	85
2025 Q2	$27M	Buy	88,710 +16,368	+23%	+$4.6M	0.21%	107
2025 Q1	$19.8M	Buy	72,342 +13,387	+23%	+$3.89M	0.21%	104
2024 Q4	$17.3M	Buy	58,955 +12,103	+26%	+$3.53M	0.21%	106
2024 Q3	$13.3M	Buy	46,852 +18,535	+65%	+$5.06M	0.26%	90
2024 Q2	$7.58M	Buy	28,317 +25,234	+818%	+$6.53M	0.33%	74
2024 Q1	$801K	Buy	3,083 +1,506	+95%	+$373K	0.11%	187
2023 Q4	$373K	Buy	1,577 +215	+16%	+$47.5K	0.09%	182
2023 Q3	$284K	Buy	1,362 +26	+2%	+$5.75K	0.13%	129
2023 Q2	$294K	Hold	1,336	–	–	0.13%	130
2023 Q1	$273K	Hold	1,336	–	–	0.13%	134
2022 Q4	$255K	Hold	1,336	–	–	0.13%	140
2022 Q3	$240K	Buy	+1,336	New	+$266K	0.14%	144
2022 Q2	–	Sell	-940	Closed	-$214K	–	215
2022 Q1	$214K	Buy	+940	New	+$211K	0.12%	177

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

&Partners's VTI Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, buying an estimated $15.1M and bringing the position to 300,858 shares worth $111M. The position accounts for 0.46% of the portfolio, ranked #38.

&Partners first reported a position in VTI in Q1 2022 and has held it in 17 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

&Partners held 300,858 shares of Vanguard Morningstar Total Stock Market ETF worth $111M as of Q2 2026.
&Partners bought 42,331 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $15.1M.
Vanguard Morningstar Total Stock Market ETF made up 0.46% of &Partners's portfolio in Q2 2026, its #38 holding.
&Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.