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TD Private Client Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TD Private Client 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 		$6.9M Sell
18,650
-1,395
-7% -$499K 0.13% 102
2026
Q1 		$6.43M Buy
20,045
+263
+1% +$88.2K 0.13% 107
2025
Q4 		$6.63M Sell
19,782
-3,270
-14% -$1.09M 0.14% 97
2025
Q3 		$7.56M Buy
23,052
+3,718
+19% +$1.17M 0.17% 87
2025
Q2 		$5.88M Buy
19,334
+456
+2% +$128K 0.14% 104
2025
Q1 		$5.19M Sell
18,878
-912
-5% -$265K 0.14% 106
2024
Q4 		$5.74M Sell
19,790
-1,162
-6% -$339K 0.16% 94
2024
Q3 		$5.93M Sell
20,952
-676
-3% -$184K 0.17% 88
2024
Q2 		$5.79M Sell
21,628
-956
-4% -$247K 0.18% 87
2024
Q1 		$5.87M Sell
22,584
-1,009
-4% -$250K 0.19% 84
2023
Q4 		$5.6M Sell
23,593
-433
-2% -$95.7K 0.2% 85
2023
Q3 		$5.1M Sell
24,026
-795
-3% -$176K 0.22% 88
2023
Q2 		$5.47M Sell
24,821
-786
-3% -$164K 0.24% 94
2023
Q1 		$5.23M Sell
25,607
-549
-2% -$110K 0.23% 101
2022
Q4 		$5M Sell
26,156
-2,539
-9% -$489K 0.24% 98
2022
Q3 		$5.15M Buy
28,695
+3,041
+12% +$606K 0.26% 83
2022
Q2 		$4.84M Sell
25,654
-1,641
-6% -$337K 0.24% 97
2022
Q1 		$6.21M Buy
27,295
+2,967
+12% +$667K 0.26% 82
2021
Q4 		$5.87M Sell
24,328
-257
-1% -$60.7K 0.24% 94
2021
Q3 		$5.46M Sell
24,585
-13,810
-36% -$3.15M 0.23% 92
2021
Q2 		$8.56M Sell
38,395
-5,701
-13% -$1.24M 0.37% 61
2021
Q1 		$9.11M Sell
44,096
-2,471
-5% -$500K 0.43% 48
2020
Q4 		$9.06M Sell
46,567
-1,671
-3% -$305K 0.46% 44
2020
Q3 		$8.22M Sell
48,238
-3,537
-7% -$595K 0.46% 49
2020
Q2 		$8.1M Sell
51,775
-3,368
-6% -$497K 0.47% 45
2020
Q1 		$7.11M Sell
55,143
-793
-1% -$123K 0.51% 47
2019
Q4 		$9.15M Buy
+55,936
New +$8.76M 0.55% 43

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

TD Private Client Wealth's VTI Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7% in Q2 2026, selling an estimated $499K and leaving 18,650 shares worth $6.9M. The position accounts for 0.13% of the portfolio, ranked #102.

TD Private Client Wealth first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.15M in Q4 2019. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • TD Private Client Wealth held 18,650 shares of Vanguard Morningstar Total Stock Market ETF worth $6.9M as of Q2 2026.
  • TD Private Client Wealth sold 1,395 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $499K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of TD Private Client Wealth's portfolio in Q2 2026, its #102 holding.
  • TD Private Client Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $9.15M in Q4 2019.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.