Skyline Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Skyline 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	$17.9M	Sell	48,253 -17,552	-27%	-$6.28M	5.6%	3
2026 Q1	$21.1M	Sell	65,805 -38,008	-37%	-$12.8M	7.37%	2
2025 Q4	$34.8M	Buy	103,813 +1,206	+1%	+$401K	11.62%	1
2025 Q3	$33.7M	Buy	102,607 +668	+0.7%	+$211K	11.6%	1
2025 Q2	$31M	Sell	101,939 -868	-0.8%	-$244K	11.44%	1
2025 Q1	$28.3M	Buy	102,807 +567	+0.6%	+$165K	11.13%	1
2024 Q4	$29.6M	Sell	102,240 -1,208	-1%	-$352K	11.5%	1
2024 Q3	$29.3M	Sell	103,448 -193	-0.2%	-$52.6K	12.06%	1
2024 Q2	$27.7M	Buy	103,641 +1,729	+2%	+$448K	12.06%	1
2024 Q1	$26.5M	Buy	101,912 +525	+0.5%	+$130K	11.85%	1
2023 Q4	$24.1M	Buy	+101,387	New	+$22.4M	11.48%	1

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Skyline Advisors's VTI Position: Q2 2026 in Review

Skyline Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q2 2026, selling an estimated $6.28M and leaving 48,253 shares worth $17.9M. The position accounts for 5.6% of the portfolio, ranked #3.

Skyline Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.8M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Skyline Advisors held 48,253 shares of Vanguard Morningstar Total Stock Market ETF worth $17.9M as of Q2 2026.
Skyline Advisors sold 17,552 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.28M.
Vanguard Morningstar Total Stock Market ETF made up 5.6% of Skyline Advisors's portfolio in Q2 2026, its #3 holding.
Skyline Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Skyline Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $34.8M in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.