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Signature Estate & Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Signature Estate & Investment 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 		$12.9M Sell
34,746
-3,002
-8% -$1.07M 0.23% 56
2026
Q1 		$12.1M Buy
37,748
+3,306
+10% +$1.11M 0.25% 56
2025
Q4 		$11.5M Sell
34,442
-2,241
-6% -$746K 0.23% 52
2025
Q3 		$12M Buy
36,683
+817
+2% +$258K 0.26% 49
2025
Q2 		$10.9M Sell
35,866
-400
-1% -$113K 0.25% 49
2025
Q1 		$9.97M Sell
36,266
-2,050
-5% -$596K 0.26% 53
2024
Q4 		$11.1M Buy
38,316
+1,421
+4% +$415K 0.28% 49
2024
Q3 		$10.4M Sell
36,895
-337
-0.9% -$91.9K 0.24% 50
2024
Q2 		$9.96M Buy
37,232
+25,096
+207% +$6.5M 0.25% 50
2024
Q1 		$3.15M Buy
12,136
+677
+6% +$167K 0.09% 65
2023
Q4 		$2.72M Buy
11,459
+156
+1% +$34.5K 0.08% 73
2023
Q3 		$2.4M Buy
11,303
+241
+2% +$53.3K 0.08% 73
2023
Q2 		$2.44M Sell
11,062
-102
-0.9% -$21.3K 0.08% 71
2023
Q1 		$2.28M Sell
11,164
-182
-2% -$36.4K 0.08% 72
2022
Q4 		$2.17M Buy
11,346
+2
+0% +$385 0.08% 78
2022
Q3 		$2.04M Sell
11,344
-702
-6% -$140K 0.1% 67
2022
Q2 		$2.27M Buy
12,046
+425
+4% +$87.3K 0.11% 59
2022
Q1 		$2.65M Sell
11,621
-276
-2% -$62.1K 0.12% 57
2021
Q4 		$2.87M Sell
11,897
-916
-7% -$216K 0.13% 57
2021
Q3 		$2.85M Buy
12,813
+21
+0.2% +$4.79K 0.14% 55
2021
Q2 		$2.85M Sell
12,792
-678
-5% -$147K 0.13% 55
2021
Q1 		$2.78M Buy
13,470
+316
+2% +$63.9K 0.14% 58
2020
Q4 		$2.56M Buy
13,154
+445
+4% +$81.3K 0.14% 60
2020
Q3 		$2.16M Buy
12,709
+206
+2% +$34.6K 0.13% 61
2020
Q2 		$1.96M Sell
12,503
-1,662
-12% -$245K 0.14% 60
2020
Q1 		$1.83M Buy
+14,165
New +$2.19M 0.15% 63

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Signature Estate & Investment Advisors's VTI Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8% in Q2 2026, selling an estimated $1.07M and leaving 34,746 shares worth $12.9M. The position accounts for 0.23% of the portfolio, ranked #56.

Signature Estate & Investment Advisors first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Signature Estate & Investment Advisors held 34,746 shares of Vanguard Morningstar Total Stock Market ETF worth $12.9M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 3,002 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.