WA
VTI icon

Walsh & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Walsh & Associates’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 		$287K Buy
775
+77
+11% +$27.5K 0.23% 44
2026
Q1 		$224K Sell
698
-10
-1% -$3.35K 0.22% 49
2025
Q4 		$237K Buy
+708
New +$236K 0.23% 48

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

Walsh & Associates's VTI Position: Q2 2026 in Review

Walsh & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $27.5K and bringing the position to 775 shares worth $287K. The position accounts for 0.23% of the portfolio, ranked #44.

Walsh & Associates first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Walsh & Associates held 775 shares of Vanguard Morningstar Total Stock Market ETF worth $287K as of Q2 2026.
  • Walsh & Associates bought 77 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $27.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Walsh & Associates's portfolio in Q2 2026, its #44 holding.
  • Walsh & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.