VA
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VestGen Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

VestGen 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 		$137M Sell
369,801
-305,669
-45% -$109M 3.99% 1
2026
Q1 		$245M Buy
675,470
+591,790
+707% +$199M 6.52% 1
2025
Q4 		$28.1M Sell
83,680
-435,207
-84% -$145M 1.19% 15
2025
Q3 		$170M Buy
518,887
+3,141
+0.6% +$992K 5.67% 1
2025
Q2 		$158M Sell
515,746
-9,820
-2% -$2.76M 6.3% 1
2025
Q1 		$144M Buy
+525,566
New +$153M 6.57% 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

VestGen Advisors's VTI Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 45% in Q2 2026, selling an estimated $109M and leaving 369,801 shares worth $137M. The position accounts for 3.99% of the portfolio, ranked #1.

VestGen Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $245M in Q1 2026. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • VestGen Advisors held 369,801 shares of Vanguard Morningstar Total Stock Market ETF worth $137M as of Q2 2026.
  • VestGen Advisors sold 305,669 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $109M.
  • Vanguard Morningstar Total Stock Market ETF made up 3.99% of VestGen Advisors's portfolio in Q2 2026, its #1 holding.
  • VestGen Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $245M in Q1 2026.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.