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RW Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RW Investment 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 		$171M Sell
460,902
-5,122
-1% -$1.83M 14.97% 1
2026
Q1 		$150M Buy
+466,024
New +$156M 14.47% 2
2025
Q3 		$152M Sell
461,768
-31,547
-6% -$9.97M 15.62% 1
2025
Q2 		$150M Buy
493,315
+12,956
+3% +$3.64M 16.71% 1
2025
Q1 		$132M Sell
480,359
-11,388
-2% -$3.31M 16.22% 1
2024
Q4 		$143M Buy
491,747
+7,261
+1% +$2.12M 17.36% 1
2024
Q3 		$137M Buy
484,486
+5,332
+1% +$1.45M 17.07% 1
2024
Q2 		$128M Buy
479,154
+15,252
+3% +$3.95M 17.33% 1
2024
Q1 		$121M Buy
463,902
+27,256
+6% +$6.74M 16.79% 2
2023
Q4 		$104M Buy
436,646
+58,728
+16% +$13M 15.79% 2
2023
Q3 		$80.3M Buy
377,918
+86,047
+29% +$19M 14.58% 2
2023
Q2 		$64.3M Buy
291,871
+119,219
+69% +$24.9M 13.32% 2
2023
Q1 		$35.2M Buy
172,652
+85,660
+98% +$17.1M 9.8% 4
2022
Q4 		$16.6M Buy
+86,992
New +$16.8M 6.54% 6

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

RW Investment Management's VTI Position: Q2 2026 in Review

RW Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, selling an estimated $1.83M and leaving 460,902 shares worth $171M. The position accounts for 14.97% of the portfolio, ranked #1.

RW Investment Management first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RW Investment Management held 460,902 shares of Vanguard Morningstar Total Stock Market ETF worth $171M as of Q2 2026.
  • RW Investment Management sold 5,122 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.83M.
  • Vanguard Morningstar Total Stock Market ETF made up 14.97% of RW Investment Management's portfolio in Q2 2026, its #1 holding.
  • RW Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.