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Southland Equity Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Southland Equity Partners’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 		$933K Buy
2,522
+134
+6% +$47.9K 0.16% 102
2026
Q1 		$766K Buy
2,388
+3
+0.1% +$1.01K 0.15% 111
2025
Q4 		$800K Sell
2,385
-115
-5% -$38.3K 0.16% 108
2025
Q3 		$820K Sell
2,500
-20
-0.8% -$6.32K 0.17% 104
2025
Q2 		$766K Sell
2,520
-109
-4% -$30.7K 0.17% 98
2025
Q1 		$723K Buy
2,629
+336
+15% +$97.6K 0.17% 96
2024
Q4 		$665K Sell
2,293
-245
-10% -$71.5K 0.15% 101
2024
Q3 		$719K Buy
2,538
+5
+0.2% +$1.36K 0.17% 89
2024
Q2 		$678K Sell
2,533
-7
-0.3% -$1.81K 0.19% 83
2024
Q1 		$660K Buy
2,540
+2
+0.1% +$495 0.19% 79
2023
Q4 		$602K Buy
2,538
+2
+0.1% +$442 0.19% 77
2023
Q3 		$539K Hold
2,536
– – 0.19% 77
2023
Q2 		$559K Sell
2,536
-153
-6% -$31.9K 0.19% 75
2023
Q1 		$549K Buy
2,689
+1
+0% +$200 0.22% 76
2022
Q4 		$514K Sell
2,688
-17
-0.6% -$3.28K 0.2% 75
2022
Q3 		$485K Sell
2,705
-109
-4% -$21.7K 0.24% 72
2022
Q2 		$531K Sell
2,814
-70
-2% -$14.4K 0.24% 75
2022
Q1 		$656K Sell
2,884
-232
-7% -$52.2K 0.27% 63
2021
Q4 		$752K Sell
3,116
-21
-0.7% -$4.96K 0.31% 60
2021
Q3 		$697K Buy
3,137
+164
+6% +$37.4K 0.32% 61
2021
Q2 		$662K Hold
2,973
– – 0.31% 63
2021
Q1 		$614K Sell
2,973
-23
-0.8% -$4.65K 0.35% 59
2020
Q4 		$583K Buy
+2,996
New +$548K 0.39% 53

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

Southland Equity Partners's VTI Position: Q2 2026 in Review

Southland Equity Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q2 2026, buying an estimated $47.9K and bringing the position to 2,522 shares worth $933K. The position accounts for 0.16% of the portfolio, ranked #102.

Southland Equity Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Southland Equity Partners held 2,522 shares of Vanguard Morningstar Total Stock Market ETF worth $933K as of Q2 2026.
  • Southland Equity Partners bought 134 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $47.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Southland Equity Partners's portfolio in Q2 2026, its #102 holding.
  • Southland Equity Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.