Voisard Asset Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Voisard Asset Management Group’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	$435K	Buy	1,176 +134	+13%	+$47.9K	0.08%	72
2026 Q1	$334K	Sell	1,042 -3	-0.3%	-$1.01K	0.07%	77
2025 Q4	$350K	Sell	1,045 -137	-12%	-$45.6K	0.08%	75
2025 Q3	$388K	Hold	1,182	–	–	0.09%	65
2025 Q2	$359K	Hold	1,182	–	–	0.09%	69
2025 Q1	$325K	Hold	1,182	–	–	0.1%	64
2024 Q4	$343K	Hold	1,182	–	–	0.11%	62
2024 Q3	$335K	Buy	1,182 +697	+144%	+$190K	0.14%	61
2024 Q2	$130K	Sell	485 -32	-6%	-$8.28K	0.06%	84
2024 Q1	$134K	Hold	517	–	–	0.08%	65
2023 Q4	$123K	Buy	+517	New	+$114K	0.07%	67

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

Voisard Asset Management Group's VTI Position: Q2 2026 in Review

Voisard Asset Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, buying an estimated $47.9K and bringing the position to 1,176 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #72.

Voisard Asset Management Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Voisard Asset Management Group held 1,176 shares of Vanguard Morningstar Total Stock Market ETF worth $435K as of Q2 2026.
Voisard Asset Management Group bought 134 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $47.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Voisard Asset Management Group's portfolio in Q2 2026, its #72 holding.
Voisard Asset Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.