VWA
VTI icon

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

VERITY Wealth Advisors’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 		$46.1M Sell
124,452
-1,887
-1% -$675K 27.81% 1
2026
Q1 		$40.5M Sell
126,339
-3,913
-3% -$1.31M 27.07% 1
2025
Q4 		$43.7M Sell
130,252
-2,358
-2% -$784K 27.1% 1
2025
Q3 		$43.5M Sell
132,610
-6
-0% -$1.9K 27.49% 1
2025
Q2 		$40.3M Sell
132,616
-1,228
-0.9% -$345K 27.07% 1
2025
Q1 		$36.8M Buy
133,844
+157
+0.1% +$45.6K 27.26% 1
2024
Q4 		$38.7M Sell
133,687
-123
-0.1% -$35.9K 27.96% 1
2024
Q3 		$37.9M Buy
133,810
+708
+0.5% +$193K 26.64% 1
2024
Q2 		$35.6M Buy
133,102
+2,484
+2% +$643K 26.67% 1
2024
Q1 		$33.9M Buy
130,618
+9,661
+8% +$2.39M 26.05% 1
2023
Q4 		$28.7M Buy
120,957
+624
+0.5% +$138K 24.66% 1
2023
Q3 		$25.6M Sell
120,333
-822
-0.7% -$182K 24.05% 1
2023
Q2 		$26.7M Buy
121,155
+4,627
+4% +$965K 23.97% 1
2023
Q1 		$23.8M Buy
116,528
+13
+0% +$2.6K 22.05% 1
2022
Q4 		$22.3M Sell
116,515
-2,367
-2% -$456K 21.86% 1
2022
Q3 		$21.3M Buy
118,882
+570
+0.5% +$114K 21.89% 1
2022
Q2 		$22.3M Buy
118,312
+5,723
+5% +$1.18M 21.69% 1
2022
Q1 		$25.6M Buy
112,589
+3,686
+3% +$829K 22.65% 1
2021
Q4 		$26.3M Sell
108,903
-2,174
-2% -$513K 21.84% 1
2021
Q3 		$24.7M Buy
111,077
+905
+0.8% +$206K 22.06% 1
2021
Q2 		$24.5M Sell
110,172
-17,406
-14% -$3.78M 22.27% 1
2021
Q1 		$26.4M Sell
127,578
-4,227
-3% -$855K 23.34% 1
2020
Q4 		$25.7M Buy
131,805
+3,694
+3% +$675K 23.33% 1
2020
Q3 		$21.8M Sell
128,111
-1,254
-1% -$211K 22.28% 1
2020
Q2 		$20.2M Buy
129,365
+44,745
+53% +$6.6M 21.64% 1
2020
Q1 		$10.9M Sell
84,620
-7,096
-8% -$1.1M 14.82% 1
2019
Q4 		$15M Sell
91,716
-5,740
-6% -$899K 14.45% 1
2019
Q3 		$14.7M Buy
97,456
+33
+0% +$4.97K 14.49% 1
2019
Q2 		$14.6M Sell
97,423
-2,738
-3% -$403K 14.38% 1
2019
Q1 		$14.5M Sell
100,161
-11
-0% -$1.53K 14.81% 1
2018
Q4 		$12.8M Buy
+100,172
New +$13.8M 14.71% 1

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

VERITY Wealth Advisors's VTI Position: Q2 2026 in Review

VERITY Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $675K and leaving 124,452 shares worth $46.1M. The position accounts for 27.81% of the portfolio, ranked #1.

VERITY Wealth Advisors first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • VERITY Wealth Advisors held 124,452 shares of Vanguard Morningstar Total Stock Market ETF worth $46.1M as of Q2 2026.
  • VERITY Wealth Advisors sold 1,887 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $675K.
  • Vanguard Morningstar Total Stock Market ETF made up 27.81% of VERITY Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • VERITY Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.