W Advisors LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

W Advisors LLC’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	$539K	Buy	1,457 +84	+6%	+$30K	0.25%	83
2026 Q1	$440K	Sell	1,373 -12	-0.9%	-$4.03K	0.23%	84
2025 Q4	$464K	Sell	1,385 -48	-3%	-$16K	0.23%	85
2025 Q3	$470K	Sell	1,433 -19	-1%	-$6K	0.25%	80
2025 Q2	$441K	Buy	+1,452	New	+$408K	0.25%	75
2024 Q1	–	Sell	-1,072	Closed	-$254K	–	116
2023 Q4	$254K	Buy	+1,072	New	+$237K	0.19%	90
2023 Q1	–	Sell	-2,451	Closed	-$469K	–	112
2022 Q4	$469K	Sell	2,451 -2,595	-51%	-$500K	0.39%	64
2022 Q3	$905K	Buy	5,046 +227	+5%	+$45.2K	0.84%	30
2022 Q2	$909K	Buy	4,819 +175	+4%	+$36K	0.79%	30
2022 Q1	$1.06M	Buy	4,644 +1,258	+37%	+$283K	0.8%	33
2021 Q4	$818K	Buy	+3,386	New	+$799K	0.61%	36

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

W Advisors LLC's VTI Position: Q2 2026 in Review

W Advisors LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.1% in Q2 2026, buying an estimated $30K and bringing the position to 1,457 shares worth $539K. The position accounts for 0.25% of the portfolio, ranked #83.

W Advisors LLC first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2022. 1,978 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

W Advisors LLC held 1,457 shares of Vanguard Morningstar Total Stock Market ETF worth $539K as of Q2 2026.
W Advisors LLC bought 84 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $30K.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of W Advisors LLC's portfolio in Q2 2026, its #83 holding.
W Advisors LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
W Advisors LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $1.06M in Q1 2022.
1,978 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.