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

Welch 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 		$1.71M Buy
4,621
+26
+0.6% +$9.3K 0.06% 90
2026
Q1 		$1.47M Buy
4,595
+645
+16% +$216K 0.06% 98
2025
Q4 		$1.32M Buy
3,950
+997
+34% +$332K 0.05% 102
2025
Q3 		$969K Buy
2,953
+518
+21% +$164K 0.04% 115
2025
Q2 		$740K Buy
2,435
+591
+32% +$166K 0.03% 126
2025
Q1 		$504K Sell
1,844
-99
-5% -$28.8K 0.02% 141
2024
Q4 		$565K Sell
1,943
-28
-1% -$8.17K 0.03% 142
2024
Q3 		$558K Buy
1,971
+3
+0.2% +$818 0.02% 137
2024
Q2 		$526K Buy
1,968
+248
+14% +$64.2K 0.03% 137
2024
Q1 		$447K Sell
1,720
-76
-4% -$18.8K 0.02% 134
2023
Q4 		$426K Sell
1,796
-192
-10% -$42.4K 0.02% 136
2023
Q3 		$422K Buy
1,988
+69
+4% +$15.3K 0.03% 119
2023
Q2 		$423K Sell
1,919
-36
-2% -$7.51K 0.02% 124
2023
Q1 		$399K Buy
1,955
+217
+12% +$43.4K 0.02% 128
2022
Q4 		$332K Buy
+1,738
New +$335K 0.02% 147
2020
Q1 		– Sell
-1,106
Closed -$181K – 173
2019
Q4 		$181K Hold
1,106
– – 0.02% 118
2019
Q3 		$167K Hold
1,106
– – 0.02% 122
2019
Q2 		$166K Sell
1,106
-540
-33% -$79.5K 0.02% 117
2019
Q1 		$238K Sell
1,646
-11,101
-87% -$1.55M 0.03% 111
2018
Q4 		$1.63M Buy
+12,747
New +$1.76M 0.2% 45

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 Group's VTI Position: Q2 2026 in Review

Welch Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.57% in Q2 2026, buying an estimated $9.3K and bringing the position to 4,621 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #90.

Welch Group first reported a position in VTI in Q4 2018 and has held it in 20 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Welch Group held 4,621 shares of Vanguard Morningstar Total Stock Market ETF worth $1.71M as of Q2 2026.
  • Welch Group bought 26 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Welch Group's portfolio in Q2 2026, its #90 holding.
  • Welch Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 20 quarters since.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.