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Welch & Forbes’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Welch & Forbes’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 		$963K Hold
2,603
– – 0.01% 236
2026
Q1 		$835K Buy
2,603
+139
+6% +$46.6K 0.01% 236
2025
Q4 		$826K Sell
2,464
-760
-24% -$253K 0.01% 239
2025
Q3 		$1.06M Buy
3,224
+438
+16% +$138K 0.01% 223
2025
Q2 		$847K Buy
2,786
+759
+37% +$213K 0.01% 234
2025
Q1 		$557K Buy
2,027
+3
+0.1% +$872 0.01% 266
2024
Q4 		$587K Sell
2,024
-70
-3% -$20.4K 0.01% 263
2024
Q3 		$593K Buy
2,094
+1,177
+128% +$321K 0.01% 271
2024
Q2 		$245K Sell
917
-218
-19% -$56.4K ﹤0.01% 348
2024
Q1 		$295K Buy
1,135
+2
+0.2% +$495 ﹤0.01% 339
2023
Q4 		$269K Hold
1,133
– – ﹤0.01% 339
2023
Q3 		$241K Hold
1,133
– – ﹤0.01% 345
2023
Q2 		$250K Buy
+1,133
New +$236K ﹤0.01% 347
2022
Q3 		– Sell
-6,114
Closed -$1.15M – 382
2022
Q2 		$1.15M Buy
+6,114
New +$1.26M 0.02% 207

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

Welch & Forbes's VTI Position: Q2 2026 in Review

Welch & Forbes held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,603 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #236.

Welch & Forbes first reported a position in VTI in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q2 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Welch & Forbes held 2,603 shares of Vanguard Morningstar Total Stock Market ETF worth $963K as of Q2 2026.
  • Welch & Forbes left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #236 holding.
  • Welch & Forbes first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 14 quarters since.
  • Welch & Forbes's Vanguard Morningstar Total Stock Market ETF position peaked at $1.15M in Q2 2022.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.