Schroder Investment Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $148K | Sell |
400
-53
| -12% | -$19K | ﹤0.01% | 1154 |
|
|
2026
Q1 | $145K | Sell |
453
-200
| -31% | -$67.1K | ﹤0.01% | 1156 |
|
|
2025
Q4 | $219K | Sell |
653
-159
| -20% | -$52.9K | ﹤0.01% | 1117 |
|
|
2025
Q3 | $266K | Sell |
812
-65
| -7% | -$20.5K | ﹤0.01% | 1136 |
|
|
2025
Q2 | $267K | Buy |
+877
| New | +$247K | ﹤0.01% | 1101 |
|
|
2025
Q1 | – | Sell |
-36,303
| Closed | -$10.6M | – | 1267 |
|
|
2024
Q4 | $10.6M | Sell |
36,303
-6,090
| -14% | -$1.78M | 0.01% | 649 |
|
|
2024
Q3 | $12M | Buy |
42,393
+28,840
| +213% | +$7.87M | 0.01% | 629 |
|
|
2024
Q2 | $3.63M | Sell |
13,553
-41,602
| -75% | -$10.8M | ﹤0.01% | 836 |
|
|
2024
Q1 | $14.3M | Buy |
55,155
+17,501
| +46% | +$4.33M | 0.02% | 573 |
|
|
2023
Q4 | $8.93M | Hold |
37,654
| – | – | 0.01% | 657 |
|
|
2023
Q3 | $8M | Buy |
37,654
+3,164
| +9% | +$700K | 0.01% | 657 |
|
|
2023
Q2 | $7.6M | Sell |
34,490
-6,867
| -17% | -$1.43M | 0.01% | 693 |
|
|
2023
Q1 | $8.44M | Buy |
41,357
+14,759
| +55% | +$2.95M | 0.01% | 664 |
|
|
2022
Q4 | $5.09M | Sell |
26,598
-25,466
| -49% | -$4.91M | 0.01% | 777 |
|
|
2022
Q3 | $9.34M | Buy |
+52,064
| New | +$10.4M | 0.02% | 625 |
|
|
2022
Q2 | – | Sell |
-71,772
| Closed | -$16.6M | – | 1396 |
|
|
2022
Q1 | $16.6M | Buy |
+71,772
| New | +$16.1M | 0.02% | 543 |
|
|
2021
Q2 | – | Sell |
-70,033
| Closed | -$14.5M | – | 1626 |
|
|
2021
Q1 | $14.5M | Buy |
70,033
+4,855
| +7% | +$982K | 0.02% | 575 |
|
|
2020
Q4 | $12.7M | Buy |
+65,178
| New | +$11.9M | 0.02% | 575 |
|
|
2016
Q3 | – | Sell |
-336,509
| Closed | -$36.1M | – | 1205 |
|
|
2016
Q2 | $36.1M | Sell |
336,509
-55,134
| -14% | -$5.84M | 0.07% | 337 |
|
|
2016
Q1 | $41.1M | Sell |
391,643
-164,941
| -30% | -$16.4M | 0.09% | 284 |
|
|
2015
Q4 | $58.1M | Buy |
556,584
+1,375
| +0.2% | +$145K | 0.12% | 209 |
|
|
2015
Q3 | $54.8M | Hold |
555,209
| – | – | 0.12% | 223 |
|
|
2015
Q2 | $59.3M | Sell |
555,209
-33,714
| -6% | -$3.68M | 0.12% | 234 |
|
|
2015
Q1 | $62.9M | Buy |
588,923
+5,126
| +0.9% | +$547K | 0.12% | 218 |
|
|
2014
Q4 | $61.9M | Sell |
583,797
-2,660
| -0.5% | -$275K | 0.12% | 217 |
|
|
2014
Q3 | $59.4M | Buy |
586,457
+21,383
| +4% | +$2.19M | 0.08% | 234 |
|
|
2014
Q2 | $57.5M | Buy |
565,074
+815
| +0.1% | +$80.3K | 0.07% | 242 |
|
|
2014
Q1 | $55M | Buy |
564,259
+321,486
| +132% | +$30.8M | 0.06% | 251 |
|
|
2013
Q4 | $23.3M | Sell |
242,773
-433,537
| -64% | -$39.9M | 0.03% | 434 |
|
|
2013
Q3 | $59.3M | Buy |
676,310
+24,011
| +4% | +$2.09M | 0.14% | 176 |
|
|
2013
Q2 | $53.9M | Buy |
+652,299
| New | +$54.1M | 0.14% | 177 |
|
Other funds holding VTI
RIM
WI
Schroder Investment Management Group's VTI Position: Q2 2026 in Review
Schroder Investment Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $19K and leaving 400 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.
Schroder Investment Management Group first reported a position in VTI in Q2 2013 and has held it in 31 quarters since. The position peaked at $62.9M in Q1 2015. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Schroder Investment Management Group held 400 shares of Vanguard Morningstar Total Stock Market ETF worth $148K as of Q2 2026.
- Schroder Investment Management Group sold 53 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19K.
- Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1154 holding.
- Schroder Investment Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 31 quarters since.
- Schroder Investment Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $62.9M in Q1 2015.
- 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.