WFAG
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Wescott Financial Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wescott Financial Advisory 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 		$6.01M Sell
16,250
-307
-2% -$110K 0.47% 32
2026
Q1 		$5.31M Buy
16,557
+136
+0.8% +$45.6K 0.47% 33
2025
Q4 		$5.51M Sell
16,421
-488
-3% -$162K 0.48% 34
2025
Q3 		$5.55M Buy
16,909
+435
+3% +$137K 0.5% 35
2025
Q2 		$5.01M Buy
16,474
+12,115
+278% +$3.41M 0.48% 38
2025
Q1 		$1.2M Buy
4,359
+14
+0.3% +$4.07K 0.12% 75
2024
Q4 		$1.26M Sell
4,345
-262
-6% -$76.4K 0.13% 74
2024
Q3 		$1.3M Buy
4,607
+50
+1% +$13.6K 0.14% 76
2024
Q2 		$1.22M Sell
4,557
-216
-5% -$55.9K 0.14% 78
2024
Q1 		$1.24M Sell
4,773
-901
-16% -$223K 0.15% 69
2023
Q4 		$1.35M Buy
5,674
+1,314
+30% +$290K 0.19% 63
2023
Q3 		$926K Buy
4,360
+26
+0.6% +$5.75K 0.17% 73
2023
Q2 		$955K Sell
4,334
-1,732
-29% -$361K 0.17% 73
2023
Q1 		$1.24M Sell
6,066
-865
-12% -$173K 0.27% 56
2022
Q4 		$1.33M Buy
6,931
+1,100
+19% +$212K 0.29% 51
2022
Q3 		$1.05M Buy
5,831
+17
+0.3% +$3.39K 0.29% 46
2022
Q2 		$1.1M Buy
5,814
+137
+2% +$28.1K 0.3% 49
2022
Q1 		$1.29M Buy
5,677
+3,876
+215% +$872K 0.33% 46
2021
Q4 		$435K Buy
1,801
+591
+49% +$140K 0.22% 44
2021
Q3 		$269K Buy
+1,210
New +$276K 0.15% 59

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

Wescott Financial Advisory Group's VTI Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $110K and leaving 16,250 shares worth $6.01M. The position accounts for 0.47% of the portfolio, ranked #32.

Wescott Financial Advisory Group first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wescott Financial Advisory Group held 16,250 shares of Vanguard Morningstar Total Stock Market ETF worth $6.01M as of Q2 2026.
  • Wescott Financial Advisory Group sold 307 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.47% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #32 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.