TWM
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Tradition Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tradition 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 		$3.27M Buy
8,842
+1,082
+14% +$387K 0.2% 104
2026
Q1 		$2.49M Buy
7,760
+184
+2% +$61.7K 0.18% 119
2025
Q4 		$2.54M Buy
7,576
+63
+0.8% +$21K 0.18% 113
2025
Q3 		$2.47M Sell
7,513
-65
-0.9% -$20.5K 0.18% 114
2025
Q2 		$2.3M Buy
7,578
+93
+1% +$26.2K 0.18% 112
2025
Q1 		$2.06M Buy
7,485
+1,092
+17% +$317K 0.18% 111
2024
Q4 		$1.85M Buy
6,393
+172
+3% +$50.2K 0.16% 115
2024
Q3 		$1.76M Buy
6,221
+79
+1% +$21.5K 0.16% 116
2024
Q2 		$1.64M Buy
6,142
+3,381
+122% +$875K 0.16% 118
2024
Q1 		$718K Buy
2,761
+217
+9% +$53.7K 0.07% 171
2023
Q4 		$604K Buy
2,544
+492
+24% +$109K 0.06% 159
2023
Q3 		$436K Buy
2,052
+302
+17% +$66.8K 0.05% 200
2023
Q2 		$385K Buy
1,750
+2
+0.1% +$417 0.05% 215
2023
Q1 		$357K Buy
1,748
+16
+0.9% +$3.2K 0.04% 218
2022
Q4 		$331K Buy
1,732
+3
+0.2% +$578 0.05% 207
2022
Q3 		$310K Sell
1,729
-3
-0.2% -$598 0.05% 202
2022
Q2 		$327K Buy
1,732
+6
+0.3% +$1.23K 0.05% 204
2022
Q1 		$393K Sell
1,726
-96
-5% -$21.6K 0.05% 215
2021
Q4 		$440K Sell
1,822
-3
-0.2% -$708 0.06% 198
2021
Q3 		$405K Buy
1,825
+1
+0.1% +$228 0.06% 192
2021
Q2 		$406K Buy
1,824
+171
+10% +$37.1K 0.06% 198
2021
Q1 		$342K Buy
1,653
+41
+3% +$8.3K 0.06% 193
2020
Q4 		$314K Buy
+1,612
New +$295K 0.06% 191

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

Tradition Wealth Management's VTI Position: Q2 2026 in Review

Tradition Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $387K and bringing the position to 8,842 shares worth $3.27M. The position accounts for 0.2% of the portfolio, ranked #104.

Tradition Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tradition Wealth Management held 8,842 shares of Vanguard Morningstar Total Stock Market ETF worth $3.27M as of Q2 2026.
  • Tradition Wealth Management bought 1,082 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $387K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Tradition Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Tradition Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.