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

SVB Wealth’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 		$11.6M Sell
31,387
-255
-0.8% -$91.2K 0.73% 29
2026
Q1 		$10.2M Sell
31,642
-357
-1% -$120K 0.67% 29
2025
Q4 		$10.7M Buy
31,999
+150
+0.5% +$49.9K 0.63% 31
2025
Q3 		$10.5M Sell
31,849
-1,092
-3% -$345K 0.56% 39
2025
Q2 		$10M Buy
+32,941
New +$9.26M 0.54% 39
2025
Q1 		– Sell
-45,012
Closed -$13M – 1800
2024
Q4 		$13M Buy
+45,012
New +$13.1M 0.24% 62
2024
Q3 		– Sell
-45,086
Closed -$12.1M – 608
2024
Q2 		$12.1M Sell
45,086
-5,018
-10% -$1.3M 0.3% 79
2024
Q1 		$13M Sell
50,104
-9,724
-16% -$2.41M 0.29% 87
2023
Q4 		$14.2M Sell
59,828
-20,023
-25% -$4.43M 0.35% 74
2023
Q3 		$17M Sell
79,851
-13,116
-14% -$2.9M 0.37% 62
2023
Q2 		$20.5M Sell
92,967
-51,407
-36% -$10.7M 0.37% 56
2023
Q1 		$29.5M Sell
144,374
-4,172
-3% -$835K 0.41% 45
2022
Q4 		$28.4M Sell
148,546
-6,871
-4% -$1.32M 0.38% 52
2022
Q3 		$27.9M Buy
155,417
+7,755
+5% +$1.55M 0.41% 45
2022
Q2 		$27.9M Buy
147,662
+899
+0.6% +$185K 0.43% 41
2022
Q1 		$33.4M Buy
146,763
+675
+0.5% +$152K 0.45% 40
2021
Q4 		$35.3M Sell
146,088
-73,600
-34% -$17.4M 0.58% 36
2021
Q3 		$48.8M Sell
219,688
-11,891
-5% -$2.71M 0.63% 23
2021
Q2 		$51.6M Sell
231,579
-2,883
-1% -$626K 0.65% 22
2021
Q1 		$48.5M Sell
234,462
-6,490
-3% -$1.31M 0.68% 23
2020
Q4 		$46.9M Buy
240,952
+26,917
+13% +$4.92M 0.69% 22
2020
Q3 		$36.5M Sell
214,035
-2,798
-1% -$471K 0.6% 24
2020
Q2 		$33.9M Buy
216,833
+129,167
+147% +$19M 0.63% 24
2020
Q1 		$11.3M Sell
87,666
-42,722
-33% -$6.61M 0.27% 60
2019
Q4 		$21.3M Buy
130,388
+5,260
+4% +$824K 0.39% 51
2019
Q3 		$18.9M Buy
125,128
+81,363
+186% +$12.3M 0.38% 54
2019
Q2 		$6.57M Buy
+43,765
New +$6.45M 0.22% 115

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

SVB Wealth's VTI Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.81% in Q2 2026, selling an estimated $91.2K and leaving 31,387 shares worth $11.6M. The position accounts for 0.73% of the portfolio, ranked #29.

SVB Wealth first reported a position in VTI in Q2 2019 and has held it in 27 quarters since. The position peaked at $51.6M in Q2 2021. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SVB Wealth held 31,387 shares of Vanguard Morningstar Total Stock Market ETF worth $11.6M as of Q2 2026.
  • SVB Wealth sold 255 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $91.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.73% of SVB Wealth's portfolio in Q2 2026, its #29 holding.
  • SVB Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $51.6M in Q2 2021.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.