Wellington Management Group
VTI icon

Wellington Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wellington Management 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 		$27.7M Sell
74,911
-18,576
-20% -$6.64M ﹤0.01% 936
2026
Q1 		$30M Buy
93,487
+3,700
+4% +$1.24M 0.01% 882
2025
Q4 		$30.1M Buy
89,787
+3,730
+4% +$1.24M 0.01% 887
2025
Q3 		$28.2M Buy
86,057
+2,397
+3% +$757K ﹤0.01% 902
2025
Q2 		$25.4M Buy
83,660
+1,850
+2% +$520K ﹤0.01% 882
2025
Q1 		$22.5M Hold
81,810
– – ﹤0.01% 919
2024
Q4 		$23.7M Buy
81,810
+5,861
+8% +$1.71M ﹤0.01% 920
2024
Q3 		$21.5M Sell
75,949
-5,260
-6% -$1.43M ﹤0.01% 934
2024
Q2 		$21.7M Buy
81,209
+2,504
+3% +$648K ﹤0.01% 931
2024
Q1 		$20.5M Buy
78,705
+2,575
+3% +$637K ﹤0.01% 940
2023
Q4 		$18.1M Hold
76,130
– – ﹤0.01% 969
2023
Q3 		$16.2M Sell
76,130
-22,350
-23% -$4.95M ﹤0.01% 981
2023
Q2 		$21.7M Hold
98,480
– – ﹤0.01% 926
2023
Q1 		$20.1M Hold
98,480
– – ﹤0.01% 935
2022
Q4 		$18.8M Sell
98,480
-32,827
-25% -$6.33M ﹤0.01% 932
2022
Q3 		$23.6M Hold
131,307
– – 0.01% 863
2022
Q2 		$24.8M Buy
131,307
+15,230
+13% +$3.13M 0.01% 882
2022
Q1 		$26.4M Buy
116,077
+29,423
+34% +$6.62M ﹤0.01% 953
2021
Q4 		$20.9M Buy
+86,654
New +$20.5M ﹤0.01% 1063

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

Wellington Management Group's VTI Position: Q2 2026 in Review

Wellington Management Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, selling an estimated $6.64M and leaving 74,911 shares worth $27.7M. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Wellington Management Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.1M in Q4 2025. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wellington Management Group held 74,911 shares of Vanguard Morningstar Total Stock Market ETF worth $27.7M as of Q2 2026.
  • Wellington Management Group sold 18,576 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.64M.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #936 holding.
  • Wellington Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Wellington Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $30.1M in Q4 2025.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.