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Wealthspire Advisors (New York)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthspire Advisors (New York)’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 		$481M Buy
1,299,198
+336,188
+35% +$120M 2.65% 7
2026
Q1 		$309M Sell
963,010
-24,611
-2% -$8.26M 2.43% 8
2025
Q4 		$331M Sell
987,621
-1,021,823
-51% -$340M 2.64% 7
2025
Q3 		$659M Buy
2,009,444
+37,140
+2% +$11.7M 3.45% 7
2025
Q2 		$599M Sell
1,972,304
-294,620
-13% -$82.9M 3.37% 7
2025
Q1 		$623M Buy
2,266,924
+1,120,527
+98% +$326M 3.72% 7
2024
Q4 		$332M Buy
1,146,397
+39,041
+4% +$11.4M 3.3% 7
2024
Q3 		$314M Buy
1,107,356
+35,864
+3% +$9.78M 3.19% 7
2024
Q2 		$287M Buy
1,071,492
+69,738
+7% +$18M 3.67% 7
2024
Q1 		$260M Buy
1,001,754
+50,417
+5% +$12.5M 3.47% 7
2023
Q4 		$226M Buy
951,337
+121,444
+15% +$26.8M 3.21% 8
2023
Q3 		$176M Buy
829,893
+52,110
+7% +$11.5M 2.91% 8
2023
Q2 		$171M Buy
777,783
+70,705
+10% +$14.7M 2.8% 9
2023
Q1 		$144M Sell
707,078
-20,658
-3% -$4.14M 2.48% 9
2022
Q4 		$139M Sell
727,736
-38,687
-5% -$7.46M 2.53% 9
2022
Q3 		$138M Buy
766,423
+9,935
+1% +$1.98M 2.87% 8
2022
Q2 		$143M Sell
756,488
-74,394
-9% -$15.3M 2.98% 7
2022
Q1 		$189M Buy
830,882
+36,262
+5% +$8.15M 4.26% 6
2021
Q4 		$192M Sell
794,620
-19,824
-2% -$4.68M 4.24% 6
2021
Q3 		$181M Sell
814,444
-18,461
-2% -$4.21M 3.75% 7
2021
Q2 		$186M Sell
832,905
-47,330
-5% -$10.3M 4.88% 5
2021
Q1 		$182M Buy
880,235
+132,680
+18% +$26.8M 4.32% 5
2020
Q4 		$146M Buy
747,555
+127,683
+21% +$23.3M 4.33% 5
2020
Q3 		$106M Buy
619,872
+7,240
+1% +$1.22M 6.28% 6
2020
Q2 		$95.9M Sell
612,632
-85,808
-12% -$12.7M 6.68% 5
2020
Q1 		$90M Buy
698,440
+103,027
+17% +$15.9M 3.77% 5
2019
Q4 		$97.4M Buy
595,413
+4,473
+0.8% +$701K 7.09% 5
2019
Q3 		$89.2M Sell
590,940
-11,057
-2% -$1.67M 7.31% 5
2019
Q2 		$90.4M Buy
601,997
+521
+0.1% +$76.7K 7.87% 5
2019
Q1 		$87M Buy
601,476
+27,507
+5% +$3.84M 8.07% 5
2018
Q4 		$73.3M Buy
+573,969
New +$79.2M 7.06% 5

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

Wealthspire Advisors (New York)'s VTI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 35% in Q2 2026, buying an estimated $120M and bringing the position to 1,299,198 shares worth $481M. The position accounts for 2.65% of the portfolio, ranked #7.

Wealthspire Advisors (New York) first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $659M in Q3 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,299,198 shares of Vanguard Morningstar Total Stock Market ETF worth $481M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 336,188 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $120M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.65% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #7 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s Vanguard Morningstar Total Stock Market ETF position peaked at $659M in Q3 2025.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.