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Robertson Stephens Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Robertson Stephens Wealth Management’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 		$54.7M Buy
147,726
+6,659
+5% +$2.38M 1.35% 14
2026
Q1 		$45.3M Sell
141,067
-27,476
-16% -$9.22M 1.27% 14
2025
Q4 		$56.5M Sell
168,543
-10,278
-6% -$3.42M 1.47% 15
2025
Q3 		$58.8M Sell
178,821
-7,358
-4% -$2.32M 1.78% 11
2025
Q2 		$56.7M Buy
186,179
+40,314
+28% +$11.3M 1.8% 13
2025
Q1 		$40.1M Buy
145,865
+4,395
+3% +$1.28M 1.38% 13
2024
Q4 		$41M Buy
141,470
+6,266
+5% +$1.83M 1.45% 12
2024
Q3 		$38.4M Buy
135,204
+17,641
+15% +$4.81M 1.39% 14
2024
Q2 		$31.6M Buy
117,563
+61,717
+111% +$16M 1.59% 11
2024
Q1 		$14.5M Buy
55,846
+283
+0.5% +$70K 0.77% 28
2023
Q4 		$13.2M Buy
55,563
+130
+0.2% +$28.7K 0.8% 22
2023
Q3 		$11.8M Buy
55,433
+17,873
+48% +$3.96M 0.79% 22
2023
Q2 		$8.27M Sell
37,560
-13,582
-27% -$2.83M 0.59% 33
2023
Q1 		$10.4M Sell
51,142
-9,891
-16% -$1.98M 0.8% 27
2022
Q4 		$11.7M Buy
61,033
+27,823
+84% +$5.36M 1.14% 15
2022
Q3 		$5.96M Sell
33,210
-3,443
-9% -$686K 0.62% 38
2022
Q2 		$6.91M Buy
36,653
+7,919
+28% +$1.63M 0.65% 35
2022
Q1 		$6.54M Buy
28,734
+422
+1% +$94.9K 0.55% 34
2021
Q4 		$6.83M Sell
28,312
-671
-2% -$158K 0.58% 36
2021
Q3 		$6.44M Sell
28,983
-3,199
-10% -$729K 0.73% 32
2021
Q2 		$7.17M Buy
32,182
+1,283
+4% +$278K 0.86% 25
2021
Q1 		$6.39M Buy
30,899
+1,802
+6% +$365K 1.02% 23
2020
Q4 		$5.66M Buy
29,097
+1,773
+6% +$324K 1.18% 20
2020
Q3 		$4.65M Buy
27,324
+2,115
+8% +$356K 1.14% 19
2020
Q2 		$3.94M Sell
25,209
-2,652
-10% -$391K 1.14% 21
2020
Q1 		$3.59M Buy
27,861
+24,598
+754% +$3.8M 1.23% 19
2019
Q4 		$533K Buy
3,263
+7
+0.2% +$1.1K 0.27% 59
2019
Q3 		$492K Buy
3,256
+5
+0.2% +$754 0.25% 72
2019
Q2 		$488K Buy
3,251
+5
+0.2% +$736 0.47% 38
2019
Q1 		$470K Buy
3,246
+6
+0.2% +$837 0.4% 39
2018
Q4 		$413K Buy
+3,240
New +$447K 0.41% 37

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Robertson Stephens Wealth Management's VTI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.7% in Q2 2026, buying an estimated $2.38M and bringing the position to 147,726 shares worth $54.7M. The position accounts for 1.35% of the portfolio, ranked #14.

Robertson Stephens Wealth Management first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $58.8M in Q3 2025. 1,909 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Robertson Stephens Wealth Management held 147,726 shares of Vanguard Morningstar Total Stock Market ETF worth $54.7M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 6,659 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.38M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.35% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $58.8M in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.