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Wellspring Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wellspring Financial Advisors’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 		$62.2M Sell
168,187
-6,633
-4% -$2.37M 4.1% 6
2026
Q1 		$56.1M Sell
174,820
-5,997,234
-97% -$2.01B 4.21% 5
2025
Q4 		$61.7M Sell
6,172,054
-1,290
-0% -$429K 4.88% 5
2025
Q3 		$61M Sell
6,173,344
-7,260
-0.1% -$2.29M 5.6% 5
2025
Q2 		$59.1M Buy
6,180,604
+2,640
+0% +$743K 5.94% 4
2025
Q1 		$53.3M Sell
6,177,964
-9,612
-0.2% -$2.79M 5.93% 4
2024
Q4 		$58.7M Buy
6,187,576
+3,052
+0% +$890K 6.13% 4
2024
Q3 		$56.6M Sell
6,184,524
-1,042
-0% -$284K 6.75% 3
2024
Q2 		$54.1M Buy
6,185,566
+4,312
+0.1% +$1.12M 7.36% 2
2024
Q1 		$51.6M Buy
6,181,254
+7,127
+0.1% +$1.76M 8.15% 2
2023
Q4 		$45.9M Sell
6,174,127
-709
-0% -$157K 11.43% 1
2023
Q3 		$41.9M Sell
6,174,836
-2,337
-0% -$517K 12.25% 1
2023
Q2 		$43.7M Sell
6,177,173
-8,895
-0.1% -$1.86M 12.37% 1
2023
Q1 		$42.8M Sell
6,186,068
-6,098
-0.1% -$1.22M 12.7% 1
2022
Q4 		$41.6M Sell
6,192,166
-7,664
-0.1% -$1.48M 13.85% 1
2022
Q3 		$40.8M Sell
6,199,830
-2,617
-0% -$522K 15.07% 1
2022
Q2 		$43.1M Sell
6,202,447
-7,058
-0.1% -$1.45M 15% 1
2022
Q1 		$52.4M Buy
6,209,505
+5,981,494
+2,623% +$1.35B 15.43% 1
2021
Q4 		$55.1M Sell
228,011
-5,088
-2% -$1.2M 15.34% 1
2021
Q3 		$51.8M Buy
233,099
+25,247
+12% +$5.76M 15.59% 1
2021
Q2 		$46.3M Sell
207,852
-84,316
-29% -$18.3M 14.56% 1
2021
Q1 		$37.7M Buy
292,168
+75,203
+35% +$15.2M 18.16% 1
2020
Q4 		$42.2M Sell
216,965
-9,897
-4% -$1.81M 14.74% 1
2020
Q3 		$38.6M Sell
226,862
-1,321
-0.6% -$222K 15.14% 1
2020
Q2 		$35.7M Sell
228,183
-63,985
-22% -$9.44M 14.74% 1
2020
Q1 		$37.7M Buy
+292,168
New +$45.2M 18.16% 1

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

Wellspring Financial Advisors's VTI Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q2 2026, selling an estimated $2.37M and leaving 168,187 shares worth $62.2M. The position accounts for 4.1% of the portfolio, ranked #6.

Wellspring Financial Advisors first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wellspring Financial Advisors held 168,187 shares of Vanguard Morningstar Total Stock Market ETF worth $62.2M as of Q2 2026.
  • Wellspring Financial Advisors sold 6,633 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.37M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.1% of Wellspring Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.