Rathbones Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rathbones Group’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	$3.72M	Buy	10,055 +427	+4%	+$153K	0.01%	248
2026 Q1	$3.09M	Sell	9,628 -325	-3%	-$109K	0.01%	258
2025 Q4	$3.34M	Buy	9,953 +5,364	+117%	+$1.78M	0.01%	254
2025 Q3	$1.51M	Sell	4,589 -440	-9%	-$139K	0.01%	314
2025 Q2	$1.53M	Buy	5,029 +480	+11%	+$135K	0.01%	311
2025 Q1	$1.25M	Sell	4,549 -10	-0.2%	-$2.9K	0.01%	313
2024 Q4	$1.32M	Buy	4,559 +193	+4%	+$56.3K	0.01%	313
2024 Q3	$1.24M	Sell	4,366 -35	-0.8%	-$9.55K	0.01%	310
2024 Q2	$1.18M	Sell	4,401 -30	-0.7%	-$7.76K	0.01%	309
2024 Q1	$1.15M	Buy	4,431 +10	+0.2%	+$2.47K	0.01%	311
2023 Q4	$1.05M	Sell	4,421 -163	-4%	-$36K	0.01%	308
2023 Q3	$974K	Buy	4,584 +139	+3%	+$30.8K	0.01%	314
2023 Q2	$979K	Sell	4,445 -18	-0.4%	-$3.75K	0.01%	247
2023 Q1	$911K	Sell	4,463 -35	-0.8%	-$7.01K	0.01%	258
2022 Q4	$860K	Sell	4,498 -51	-1%	-$9.83K	0.01%	260
2022 Q3	$816K	Sell	4,549 -230	-5%	-$45.8K	0.01%	253
2022 Q2	$901K	Sell	4,779 -115	-2%	-$23.6K	0.01%	255
2022 Q1	$1.11M	Buy	4,894 +18	+0.4%	+$4.05K	0.01%	246
2021 Q4	$1.18M	Buy	4,876 +1,254	+35%	+$296K	0.01%	240
2021 Q3	$804K	Sell	3,622 -167	-4%	-$38.1K	0.01%	264
2021 Q2	$844K	Buy	3,789 +474	+14%	+$103K	0.01%	261
2021 Q1	$685K	Sell	3,315 -134	-4%	-$27.1K	0.01%	266
2020 Q4	$671K	Buy	3,449 +85	+3%	+$15.5K	0.01%	259
2020 Q3	$573K	Sell	3,364 -2	-0.1%	-$336	0.01%	251
2020 Q2	$527K	Hold	3,366	–	–	0.01%	243
2020 Q1	$434K	Sell	3,366 -652	-16%	-$101K	0.01%	225
2019 Q4	$657K	Sell	4,018 -88	-2%	-$13.8K	0.02%	215
2019 Q3	$620K	Sell	4,106 -45	-1%	-$6.78K	0.02%	220
2019 Q2	$623K	Sell	4,151 -2,985	-42%	-$440K	0.02%	210
2019 Q1	$1.03M	Sell	7,136 -1,075	-13%	-$150K	0.03%	176
2018 Q4	$1.05M	Buy	8,211 +2,685	+49%	+$371K	0.04%	169
2018 Q3	$827K	Sell	5,526 -266	-5%	-$39.1K	0.03%	188
2018 Q2	$813K	Sell	5,792 -525	-8%	-$73.2K	0.03%	179
2018 Q1	$857K	Sell	6,317 -280	-4%	-$39.3K	0.03%	180
2017 Q4	$905K	Sell	6,597 -665	-9%	-$89K	0.04%	180
2017 Q3	$941K	Buy	7,262 +250	+4%	+$31.7K	0.04%	175
2017 Q2	$873K	Sell	7,012 -527	-7%	-$64.9K	0.04%	177
2017 Q1	$915K	Buy	7,539 +305	+4%	+$36.5K	0.04%	170
2016 Q4	$834K	Sell	7,234 -159	-2%	-$17.9K	0.04%	166
2016 Q3	$823K	Buy	7,393 +704	+11%	+$78.1K	0.04%	167
2016 Q2	$717K	Buy	6,689 +160	+2%	+$17K	0.04%	167
2016 Q1	$684K	Buy	6,529 +169	+3%	+$16.8K	0.04%	174
2015 Q4	$620K	Sell	6,360 -475	-7%	-$50K	0.04%	176
2015 Q3	$675K	Buy	6,835 +835	+14%	+$87.7K	0.05%	178
2015 Q2	$642K	Sell	6,000 -40	-0.7%	-$4.36K	0.04%	188
2015 Q1	$648K	Buy	6,040 +835	+16%	+$89.2K	0.04%	180
2014 Q4	$552K	Buy	5,205 +285	+6%	+$29.5K	0.04%	200
2014 Q3	$498K	Buy	4,920 +2,380	+94%	+$243K	0.03%	211
2014 Q2	$258K	Buy	+2,540	New	+$250K	0.02%	247

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

Rathbones Group's VTI Position: Q2 2026 in Review

Rathbones Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q2 2026, buying an estimated $153K and bringing the position to 10,055 shares worth $3.72M. The position accounts for 0.01% of the portfolio, ranked #248.

Rathbones Group first reported a position in VTI in Q2 2014 and has held it in 49 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Rathbones Group held 10,055 shares of Vanguard Morningstar Total Stock Market ETF worth $3.72M as of Q2 2026.
Rathbones Group bought 427 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $153K.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Rathbones Group's portfolio in Q2 2026, its #248 holding.
Rathbones Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and has held it in 49 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.