Rockefeller Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Rockefeller Capital 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	$426M	Buy	1,150,345 +47,219	+4%	+$16.9M	0.65%	22
2026 Q1	$354M	Buy	1,103,126 +34,815	+3%	+$11.7M	0.63%	21
2025 Q4	$358M	Buy	1,068,311 +112,734	+12%	+$37.5M	0.65%	20
2025 Q3	$314M	Buy	955,577 +329,026	+53%	+$104M	0.61%	21
2025 Q2	$192M	Buy	626,551 +12,384	+2%	+$3.48M	0.42%	33
2025 Q1	$169M	Buy	614,167 +22,217	+4%	+$6.45M	0.42%	38
2024 Q4	$172M	Buy	591,950 +33,536	+6%	+$9.78M	0.44%	32
2024 Q3	$158M	Buy	558,414 +16,390	+3%	+$4.47M	0.43%	41
2024 Q2	$145M	Buy	542,024 +35,069	+7%	+$9.08M	0.41%	41
2024 Q1	$132M	Buy	506,955 +59,929	+13%	+$14.8M	0.38%	49
2023 Q4	$106M	Buy	447,026 +46,666	+12%	+$10.3M	0.35%	60
2023 Q3	$85M	Buy	400,360 +68,266	+21%	+$15.1M	0.33%	75
2023 Q2	$73M	Buy	332,094 +11,322	+4%	+$2.36M	0.28%	83
2023 Q1	$65.5M	Buy	320,772 +53,218	+20%	+$10.7M	0.28%	84
2022 Q4	$51.2M	Buy	267,554 +32,693	+14%	+$6.3M	0.26%	103
2022 Q3	$42.1M	Buy	234,861 +14,122	+6%	+$2.81M	0.22%	101
2022 Q2	$41.6M	Buy	220,739 +27,284	+14%	+$5.61M	0.22%	98
2022 Q1	$44M	Buy	193,455 +4,250	+2%	+$956K	0.21%	114
2021 Q4	$45.7M	Buy	189,205 +28,599	+18%	+$6.75M	0.21%	114
2021 Q3	$35.7M	Buy	160,606 +33,659	+27%	+$7.68M	0.19%	132
2021 Q2	$28.3M	Buy	126,947 +64,067	+102%	+$13.9M	0.16%	154
2021 Q1	$13M	Buy	62,880 +41,143	+189%	+$8.32M	0.09%	223
2020 Q4	$4.23M	Buy	21,737 +2,764	+15%	+$505K	0.03%	352
2020 Q3	$3.23M	Buy	18,973 +1,997	+12%	+$336K	0.03%	336
2020 Q2	$2.66M	Sell	16,976 -571	-3%	-$84.2K	0.03%	338
2020 Q1	$2.26M	Buy	17,547 +8,635	+97%	+$1.34M	0.03%	317
2019 Q4	$1.46M	Buy	8,912 +1,475	+20%	+$231K	0.02%	392
2019 Q3	$1.12M	Buy	7,437 +5,243	+239%	+$790K	0.02%	374
2019 Q2	$329K	Buy	2,194 +8	+0.4%	+$1.18K	﹤0.01%	504
2019 Q1	$316K	Buy	2,186 +2,001	+1,082%	+$279K	﹤0.01%	536
2018 Q4	$24K	Buy	+185	New	+$25.5K	﹤0.01%	605

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

Rockefeller Capital Management's VTI Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q2 2026, buying an estimated $16.9M and bringing the position to 1,150,345 shares worth $426M. The position accounts for 0.65% of the portfolio, ranked #22.

Rockefeller Capital Management first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Rockefeller Capital Management held 1,150,345 shares of Vanguard Morningstar Total Stock Market ETF worth $426M as of Q2 2026.
Rockefeller Capital Management bought 47,219 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.9M.
Vanguard Morningstar Total Stock Market ETF made up 0.65% of Rockefeller Capital Management's portfolio in Q2 2026, its #22 holding.
Rockefeller Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.