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

WESPAC 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 		$4.61M Buy
12,449
+9,922
+393% +$3.55M 2.25% 7
2026
Q1 		$811K Buy
2,527
+1,077
+74% +$361K 0.44% 71
2025
Q4 		$486K Sell
1,450
-15
-1% -$4.99K 0.26% 108
2025
Q3 		$481K Buy
1,465
+2
+0.1% +$632 0.28% 119
2025
Q2 		$445K Sell
1,463
-11
-0.7% -$3.09K 0.31% 116
2025
Q1 		$405K Sell
1,474
-346
-19% -$101K 0.33% 104
2024
Q4 		$527K Buy
1,820
+689
+61% +$201K 0.39% 92
2024
Q3 		$320K Buy
1,131
+50
+5% +$13.6K 0.24% 121
2024
Q2 		$289K Sell
1,081
-53
-5% -$13.7K 0.23% 126
2024
Q1 		$295K Buy
1,134
+114
+11% +$28.2K 0.17% 140
2023
Q4 		$242K Buy
1,020
+25
+3% +$5.53K 0.17% 131
2023
Q3 		$211K Hold
995
– – 0.16% 132
2023
Q2 		$219K Hold
995
– – 0.18% 116
2023
Q1 		$203K Buy
+995
New +$199K 0.19% 103
2019
Q2 		– Sell
-4,645
Closed -$672K – 145
2019
Q1 		$672K Hold
4,645
– – 0.46% 65
2018
Q4 		$593K Hold
4,645
– – 0.57% 53
2018
Q3 		$695K Hold
4,645
– – 0.41% 80
2018
Q2 		$652K Hold
4,645
– – 0.67% 51
2018
Q1 		$630K Buy
+4,645
New +$651K 0.38% 85
2017
Q4 		– Sell
-2,992
Closed -$388K – 140
2017
Q3 		$388K Buy
+2,992
New +$379K 0.26% 100
2014
Q1 		– Sell
-2,117
Closed -$203K – 157
2013
Q4 		$203K Buy
+2,117
New +$195K 0.17% 132

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

WESPAC Advisors's VTI Position: Q2 2026 in Review

WESPAC Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 393% in Q2 2026, buying an estimated $3.55M and bringing the position to 12,449 shares worth $4.61M. The position accounts for 2.25% of the portfolio, ranked #7.

WESPAC Advisors first reported a position in VTI in Q4 2013 and has held it in 21 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WESPAC Advisors held 12,449 shares of Vanguard Morningstar Total Stock Market ETF worth $4.61M as of Q2 2026.
  • WESPAC Advisors bought 9,922 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.55M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.25% of WESPAC Advisors's portfolio in Q2 2026, its #7 holding.
  • WESPAC Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 21 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.