TCV Trust & Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TCV Trust & 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
2026 Q2	$233K	Hold	631	–	–	0.02%	209
2026 Q1	$202K	Sell	631 -21	-3%	-$7.05K	0.02%	215
2025 Q4	$219K	Sell	652 -11	-2%	-$3.66K	0.02%	215
2025 Q3	$218K	Sell	663 -14	-2%	-$4.42K	0.02%	216
2025 Q2	$206K	Buy	+677	New	+$190K	0.02%	207
2025 Q1	–	Sell	-719	Closed	-$208K	–	208
2024 Q4	$208K	Hold	719	–	–	0.02%	195
2024 Q3	$204K	Sell	719 -228	-24%	-$62.2K	0.02%	198
2024 Q2	$253K	Buy	+947	New	+$245K	0.02%	175
2015 Q4	–	Sell	-2,838	Closed	-$280K	–	171
2015 Q3	$280K	Buy	+2,838	New	+$298K	0.05%	147

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

TCV Trust & Wealth Management's VTI Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 631 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #209.

TCV Trust & Wealth Management first reported a position in VTI in Q3 2015 and has held it in 9 quarters since. The position peaked at $280K in Q3 2015. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

TCV Trust & Wealth Management held 631 shares of Vanguard Morningstar Total Stock Market ETF worth $233K as of Q2 2026.
TCV Trust & Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #209 holding.
TCV Trust & Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 9 quarters since.
TCV Trust & Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $280K in Q3 2015.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.