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Schneider Downs Wealth Management Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$2.82M Buy
7,634
+844
+12% +$302K 0.27% 43
2026
Q1 		$2.18M Buy
6,790
+137
+2% +$46K 0.24% 47
2025
Q4 		$2.23M Hold
6,653
– – 0.25% 49
2025
Q3 		$2.18M Hold
6,653
– – 0.26% 47
2025
Q2 		$2.02M Hold
6,653
– – 0.3% 45
2025
Q1 		$1.83M Buy
6,653
+240
+4% +$69.7K 0.33% 38
2024
Q4 		$1.86M Buy
6,413
+166
+3% +$48.4K 0.35% 37
2024
Q3 		$1.77M Sell
6,247
-4,384
-41% -$1.2M 0.36% 39
2024
Q2 		$2.84M Sell
10,631
-117
-1% -$30.3K 0.63% 25
2024
Q1 		$2.79M Buy
10,748
+409
+4% +$101K 0.64% 26
2023
Q4 		$2.45M Hold
10,339
– – 0.64% 30
2023
Q3 		$2.2M Sell
10,339
-1,082
-9% -$240K 0.51% 30
2023
Q2 		$2.52M Hold
11,421
– – 0.57% 28
2023
Q1 		$2.33M Sell
11,421
-2,028
-15% -$406K 0.48% 30
2022
Q4 		$2.57M Buy
13,449
+857
+7% +$165K 0.56% 28
2022
Q3 		$2.26M Hold
12,592
– – 0.66% 22
2022
Q2 		$2.38M Hold
12,592
– – 0.66% 22
2022
Q1 		$2.87M Buy
12,592
+46
+0.4% +$10.3K 0.73% 22
2021
Q4 		$3.03M Buy
12,546
+44
+0.4% +$10.4K 0.72% 20
2021
Q3 		$2.78M Hold
12,502
– – 0.72% 21
2021
Q2 		$2.79M Buy
12,502
+91
+0.7% +$19.7K 0.72% 23
2021
Q1 		$2.56M Buy
12,411
+258
+2% +$52.2K 0.63% 21
2020
Q4 		$2.37M Buy
12,153
+71
+0.6% +$13K 0.66% 21
2020
Q3 		$2.06M Buy
12,082
+3,030
+33% +$510K 0.69% 20
2020
Q2 		$1.42M Buy
9,052
+44
+0.5% +$6.49K 0.48% 22
2020
Q1 		$1.16M Buy
9,008
+7,283
+422% +$1.13M 0.43% 26
2019
Q4 		$282K Buy
1,725
+91
+6% +$14.3K 0.08% 51
2019
Q3 		$247K Hold
1,634
– – 0.08% 55
2019
Q2 		$245K Hold
1,634
– – 0.09% 58
2019
Q1 		$236K Buy
+1,634
New +$228K 0.09% 59
2016
Q1 		– Sell
-3,377
Closed -$352K – 31
2015
Q4 		$352K Buy
+3,377
New +$356K 0.41% 20

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

Schneider Downs Wealth Management Advisors's VTI Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $302K and bringing the position to 7,634 shares worth $2.82M. The position accounts for 0.27% of the portfolio, ranked #43.

Schneider Downs Wealth Management Advisors first reported a position in VTI in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.03M in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 7,634 shares of Vanguard Morningstar Total Stock Market ETF worth $2.82M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 844 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $302K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #43 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 31 quarters since.
  • Schneider Downs Wealth Management Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.03M in Q4 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.