WBH Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $78.1M | Sell |
210,936
-3,170
| -1% | -$1.13M | 5.24% | 1 |
|
|
2026
Q1 | $69.2M | Sell |
214,106
-569
| -0.3% | -$191K | 5.18% | 1 |
|
|
2025
Q4 | $72M | Buy |
214,675
+3,649
| +2% | +$1.21M | 5.33% | 1 |
|
|
2025
Q3 | $69.3M | Buy |
211,026
+12,181
| +6% | +$3.85M | 5.29% | 1 |
|
|
2025
Q2 | $60.4M | Buy |
198,845
+4,453
| +2% | +$1.25M | 5.15% | 1 |
|
|
2025
Q1 | $53.4M | Buy |
194,392
+14,739
| +8% | +$4.28M | 4.98% | 1 |
|
|
2024
Q4 | $52.1M | Buy |
179,653
+12,719
| +8% | +$3.71M | 4.83% | 2 |
|
|
2024
Q3 | $47.3M | Buy |
166,934
+5,873
| +4% | +$1.6M | 4.48% | 2 |
|
|
2024
Q2 | $43.1M | Sell |
161,061
-4,012
| -2% | -$1.04M | 4.36% | 2 |
|
|
2024
Q1 | $42.9M | Buy |
165,073
+642
| +0.4% | +$159K | 4.41% | 2 |
|
|
2023
Q4 | $39M | Sell |
164,431
-3,460
| -2% | -$765K | 4.34% | 2 |
|
|
2023
Q3 | $35.7M | Sell |
167,891
-1,405
| -0.8% | -$311K | 4.38% | 2 |
|
|
2023
Q2 | $37.3M | Buy |
169,296
+1,224
| +0.7% | +$255K | 4.42% | 2 |
|
|
2023
Q1 | $34.3M | Buy |
+168,072
| New | +$33.6M | 4.28% | 2 |
|
|
2022
Q3 | $29M | Buy |
161,661
+5,950
| +4% | +$1.19M | 4.19% | 2 |
|
|
2022
Q2 | $29.9M | Sell |
155,711
-19,137
| -11% | -$3.93M | 3.99% | 2 |
|
|
2022
Q1 | $37.6M | Buy |
174,848
+9,454
| +6% | +$2.13M | 4.61% | 2 |
|
|
2021
Q4 | $39.9M | Buy |
165,394
+809
| +0.5% | +$191K | 4.56% | 2 |
|
|
2021
Q3 | $36.5M | Buy |
164,585
+2,576
| +2% | +$587K | 4.92% | 2 |
|
|
2021
Q2 | $36.9M | Sell |
162,009
-968
| -0.6% | -$210K | 5.41% | 2 |
|
|
2021
Q1 | $33.7M | Sell |
162,977
-2,693
| -2% | -$545K | 5.45% | 2 |
|
|
2020
Q4 | $33.4M | Buy |
165,670
+1,986
| +1% | +$363K | 5.74% | 2 |
|
|
2020
Q3 | $27.9M | Buy |
163,684
+758
| +0.5% | +$127K | 5.63% | 2 |
|
|
2020
Q2 | $25.5M | Sell |
162,926
-621
| -0.4% | -$91.6K | 6.17% | 1 |
|
|
2020
Q1 | $21.1M | Buy |
163,547
+25,408
| +18% | +$3.93M | 4.94% | 3 |
|
|
2019
Q4 | $22.6M | Sell |
138,139
-2,631
| -2% | -$412K | 4.62% | 2 |
|
|
2019
Q3 | $21.3M | Buy |
140,770
+2,795
| +2% | +$421K | 4.77% | 2 |
|
|
2019
Q2 | $20.7M | Buy |
137,975
+497
| +0.4% | +$73.2K | 4.8% | 2 |
|
|
2019
Q1 | $19.9M | Buy |
137,478
+184
| +0.1% | +$25.7K | 4.73% | 2 |
|
|
2018
Q4 | $17.5M | Buy |
137,294
+7,745
| +6% | +$1.07M | 4.25% | 3 |
|
|
2018
Q3 | $19.4M | Buy |
129,549
+1,244
| +1% | +$183K | 4.7% | 2 |
|
|
2018
Q2 | $18M | Buy |
128,305
+1,022
| +0.8% | +$143K | 4.67% | 2 |
|
|
2018
Q1 | $17.3M | Buy |
127,283
+1,086
| +0.9% | +$152K | 4.7% | 2 |
|
|
2017
Q4 | $17.3M | Buy |
126,197
+5,983
| +5% | +$801K | 4.62% | 2 |
|
|
2017
Q3 | $15.6M | Sell |
120,214
-1,214
| -1% | -$154K | 4.35% | 3 |
|
|
2017
Q2 | $15.1M | Sell |
121,428
-2,713
| -2% | -$334K | 4.24% | 4 |
|
|
2017
Q1 | $15.1M | Sell |
124,141
-2,757
| -2% | -$330K | 4.51% | 2 |
|
|
2016
Q4 | $14.6M | Buy |
126,898
+10,921
| +9% | +$1.23M | 4.88% | 2 |
|
|
2016
Q3 | $12.9M | Buy |
115,977
+2,982
| +3% | +$331K | 4.42% | 3 |
|
|
2016
Q2 | $12.1M | Buy |
112,995
+975
| +0.9% | +$103K | 4.71% | 3 |
|
|
2016
Q1 | $11.7M | Buy |
112,020
+4,526
| +4% | +$449K | 3.93% | 4 |
|
|
2015
Q4 | $11.2M | Buy |
107,494
+4,252
| +4% | +$448K | 3.92% | 4 |
|
|
2015
Q3 | $10.2M | Buy |
103,242
+4,795
| +5% | +$503K | 4.23% | 4 |
|
|
2015
Q2 | $10.5M | Buy |
98,447
+5,300
| +6% | +$578K | 4.14% | 4 |
|
|
2015
Q1 | $9.99M | Buy |
93,147
+3,807
| +4% | +$407K | 2.8% | 5 |
|
|
2014
Q4 | $9.47M | Buy |
89,340
+4,985
| +6% | +$516K | 3.57% | 5 |
|
|
2014
Q3 | $8.54M | Buy |
84,355
+4,101
| +5% | +$419K | 3% | 6 |
|
|
2014
Q2 | $8.17M | Buy |
80,254
+2,511
| +3% | +$248K | 3.09% | 6 |
|
|
2014
Q1 | $7.58M | Buy |
77,743
+3,101
| +4% | +$297K | 3.01% | 6 |
|
|
2013
Q4 | $7.16M | Buy |
74,642
+2,066
| +3% | +$190K | 2.88% | 6 |
|
|
2013
Q3 | $6.36M | Buy |
72,576
+2,020
| +3% | +$176K | 2.85% | 6 |
|
|
2013
Q2 | $5.83M | Buy |
+70,556
| New | +$5.85M | 2.7% | 6 |
|
Other funds holding VTI
RIM
WI
WBH Advisory's VTI Position: Q2 2026 in Review
WBH Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $1.13M and leaving 210,936 shares worth $78.1M. The position accounts for 5.24% of the portfolio, ranked #1.
WBH Advisory first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- WBH Advisory held 210,936 shares of Vanguard Morningstar Total Stock Market ETF worth $78.1M as of Q2 2026.
- WBH Advisory sold 3,170 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.13M.
- Vanguard Morningstar Total Stock Market ETF made up 5.24% of WBH Advisory's portfolio in Q2 2026, its #1 holding.
- WBH Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.