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Weaver Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Weaver Capital Management’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
2025
Q4 		– Hold
0
– -$656K – 204
2025
Q3 		– Hold
0
– – – 120
2025
Q2 		– Hold
0
– – – 122
2025
Q1 		– Hold
0
– – – 126
2024
Q4 		– Hold
0
– – – 128

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Weaver Capital Management's VTI Position: Q2 2026 in Review

Weaver Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,038 shares worth $654K. The position accounts for 0.14% of the portfolio, ranked #115.

Weaver Capital Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $683K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Weaver Capital Management held 2,038 shares of Vanguard Morningstar Total Stock Market ETF worth $654K as of Q2 2026.
  • Weaver Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Weaver Capital Management's portfolio in Q2 2026, its #115 holding.
  • Weaver Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Weaver Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $683K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Weaver Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.