WG
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Watchman Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Watchman 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 		– Sell
-749
Closed -$240K – 78
2026
Q1 		$240K Sell
749
-210
-22% -$70.5K 0.06% 69
2025
Q4 		$322K Sell
959
-225
-19% -$74.9K 0.08% 68
2025
Q3 		$389K Buy
1,184
+15
+1% +$4.74K 0.09% 63
2025
Q2 		$355K Buy
1,169
+101
+9% +$28.4K 0.09% 62
2025
Q1 		$294K Sell
1,068
-26
-2% -$7.55K 0.08% 73
2024
Q4 		$317K Sell
1,094
-3
-0.3% -$875 0.08% 68
2024
Q3 		$311K Buy
1,097
+323
+42% +$88.1K 0.08% 70
2024
Q2 		$207K Buy
+774
New +$200K 0.07% 79
2023
Q3 		– Sell
-1,166
Closed -$257K – 77
2023
Q2 		$257K Sell
1,166
-307
-21% -$64K 0.13% 60
2023
Q1 		$301K Buy
1,473
+31
+2% +$6.21K 0.16% 58
2022
Q4 		$276K Hold
1,442
– – 0.15% 62
2022
Q3 		$259K Sell
1,442
-5
-0.3% -$997 0.16% 60
2022
Q2 		$273K Hold
1,447
– – 0.17% 59
2022
Q1 		$329K Hold
1,447
– – 0.2% 62
2021
Q4 		$349K Buy
1,447
+13
+0.9% +$3.07K 0.18% 66
2021
Q3 		$318K Sell
1,434
-65
-4% -$14.8K 0.2% 60
2021
Q2 		$334K Buy
1,499
+364
+32% +$79K 0.2% 62
2021
Q1 		$235K Sell
1,135
-30
-3% -$6.07K 0.14% 70
2020
Q4 		$227K Buy
+1,165
New +$213K 0.15% 69

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

Watchman Group's VTI Position: Q2 2026 in Review

Watchman Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 749 shares — an estimated $240K sold.

Watchman Group first reported a position in VTI in Q4 2020 and held it in 19 quarters. The position peaked at $389K in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Watchman Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Watchman Group sold 749 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $240K.
  • Watchman Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 19 quarters.
  • Watchman Group's Vanguard Morningstar Total Stock Market ETF position peaked at $389K in Q3 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.