Washington Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Washington Trust’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 Q3	$21M	Buy	56,132 +104	+0.2%	+$39K	0.65%	42
2026 Q2	$20.7M	Sell	56,028 -184	-0.3%	-$65.8K	0.64%	43
2026 Q1	$18M	Sell	56,212 -657	-1%	-$220K	0.61%	46
2025 Q4	$19.1M	Buy	56,869 +62	+0.1%	+$20.6K	0.62%	43
2025 Q3	$18.6M	Buy	56,807 +2,776	+5%	+$877K	0.61%	45
2025 Q2	$16.4M	Buy	54,031 +500	+0.9%	+$141K	0.58%	50
2025 Q1	$14.7M	Buy	53,531 +4,429	+9%	+$1.29M	0.56%	58
2024 Q4	$14.2M	Buy	49,102 +3,514	+8%	+$1.03M	0.51%	62
2024 Q3	$12.9M	Buy	45,588 +2,824	+7%	+$770K	0.45%	71
2024 Q2	$11.4M	Buy	42,764 +4,167	+11%	+$1.08M	0.42%	75
2024 Q1	$10M	Buy	38,597 +2,280	+6%	+$564K	0.37%	81
2023 Q4	$8.62M	Buy	36,317 +2,551	+8%	+$564K	0.34%	86
2023 Q3	$7.17M	Buy	33,766 +1,053	+3%	+$233K	0.32%	90
2023 Q2	$7.21M	Buy	32,713 +1,269	+4%	+$265K	0.3%	89
2023 Q1	$6.42M	Buy	31,444 +1,122	+4%	+$225K	0.29%	88
2022 Q4	$5.8M	Buy	30,322 +1,513	+5%	+$292K	0.27%	93
2022 Q3	$5.17M	Buy	28,809 +2,964	+11%	+$591K	0.26%	94
2022 Q2	$4.88M	Buy	25,845 +15,935	+161%	+$3.27M	0.23%	99
2022 Q1	$2.26M	Buy	9,910 +415	+4%	+$93.3K	0.09%	112
2021 Q4	$2.29M	Sell	9,495 -19,847	-68%	-$4.69M	0.09%	112
2021 Q3	$6.52M	Buy	29,342 +535	+2%	+$122K	0.18%	123
2021 Q2	$6.42M	Buy	28,807 +390	+1%	+$84.6K	0.18%	122
2021 Q1	$5.87M	Buy	28,417 +1,989	+8%	+$402K	0.18%	117
2020 Q4	$5.14M	Buy	26,428 +467	+2%	+$85.4K	0.17%	119
2020 Q3	$4.42M	Buy	25,961 +16,983	+189%	+$2.86M	0.16%	119
2020 Q2	$1.38M	Sell	8,978 -38	-0.4%	-$5.6K	0.06%	146
2020 Q1	$1.16M	Buy	+9,016	New	+$1.39M	0.06%	154
2018 Q3	–	Sell	-265	Closed	-$37K	–	801
2018 Q2	$37K	Buy	+265	New	+$37K	﹤0.01%	470

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Washington Trust's VTI Position: Q3 2026 in Review

Washington Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.19% in Q3 2026, buying an estimated $39K and bringing the position to 56,132 shares worth $21M. The position accounts for 0.65% of the portfolio, ranked #42.

Washington Trust first reported a position in VTI in Q2 2018 and has held it in 28 quarters since. 1,263 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Washington Trust held 56,132 shares of Vanguard Morningstar Total Stock Market ETF worth $21M as of Q3 2026.
Washington Trust bought 104 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $39K.
Vanguard Morningstar Total Stock Market ETF made up 0.65% of Washington Trust's portfolio in Q3 2026, its #42 holding.
Washington Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 28 quarters since.
1,263 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.