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

Segment 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
2013
Q3 		– Sell
-10,000
Closed -$22K – 158
2013
Q2 		$22K Buy
+10,000
New +$830K 0.01% 149

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

Segment Wealth Management's VTI Position: Q2 2026 in Review

Segment Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $2.23M and bringing the position to 326,748 shares worth $121M. The position accounts for 6.27% of the portfolio, ranked #1.

Segment Wealth Management first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Segment Wealth Management held 326,748 shares of Vanguard Morningstar Total Stock Market ETF worth $121M as of Q2 2026.
  • Segment Wealth Management bought 6,241 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.23M.
  • Vanguard Morningstar Total Stock Market ETF made up 6.27% of Segment Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Segment Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.