West Branch Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $166K | Buy |
449
+17
| +4% | +$6.08K | 0.04% | 91 |
|
|
2026
Q1 | $139K | Sell |
432
-67
| -13% | -$22.5K | 0.04% | 88 |
|
|
2025
Q4 | $167K | Sell |
499
-567
| -53% | -$189K | 0.04% | 88 |
|
|
2025
Q3 | $350K | Sell |
1,066
-1
| -0.1% | -$316 | 0.09% | 67 |
|
|
2025
Q2 | $324K | Sell |
1,067
-86
| -7% | -$24.2K | 0.1% | 67 |
|
|
2025
Q1 | $317K | Sell |
1,153
-31
| -3% | -$9.01K | 0.11% | 67 |
|
|
2024
Q4 | $343K | Buy |
1,184
+15
| +1% | +$4.38K | 0.11% | 65 |
|
|
2024
Q3 | $331K | Buy |
1,169
+82
| +8% | +$22.4K | 0.11% | 65 |
|
|
2024
Q2 | $291K | Hold |
1,087
| – | – | 0.11% | 70 |
|
|
2024
Q1 | $283K | Sell |
1,087
-105
| -9% | -$26K | 0.11% | 70 |
|
|
2023
Q4 | $283K | Sell |
1,192
-24
| -2% | -$5.31K | 0.13% | 61 |
|
|
2023
Q3 | $258K | Buy |
1,216
+4
| +0.3% | +$885 | 0.14% | 67 |
|
|
2023
Q2 | $267K | Sell |
1,212
-5
| -0.4% | -$1.04K | 0.13% | 67 |
|
|
2023
Q1 | $248K | Sell |
1,217
-189
| -13% | -$37.8K | 0.14% | 69 |
|
|
2022
Q4 | $269K | Buy |
1,406
+5
| +0.4% | +$964 | 0.17% | 64 |
|
|
2022
Q3 | $251K | Buy |
1,401
+5
| +0.4% | +$997 | 0.16% | 70 |
|
|
2022
Q2 | $263K | Buy |
1,396
+4
| +0.3% | +$822 | 0.15% | 69 |
|
|
2022
Q1 | $317K | Sell |
1,392
-305
| -18% | -$68.6K | 0.15% | 66 |
|
|
2021
Q4 | $410K | Buy |
1,697
+69
| +4% | +$16.3K | 0.17% | 62 |
|
|
2021
Q3 | $361K | Buy |
1,628
+4
| +0.2% | +$912 | 0.17% | 64 |
|
|
2021
Q2 | $362K | Buy |
1,624
+3
| +0.2% | +$651 | 0.18% | 65 |
|
|
2021
Q1 | $335K | Sell |
1,621
-14
| -0.9% | -$2.83K | 0.2% | 64 |
|
|
2020
Q4 | $318K | Sell |
1,635
-8
| -0.5% | -$1.46K | 0.19% | 65 |
|
|
2020
Q3 | $280K | Sell |
1,643
-56
| -3% | -$9.42K | 0.18% | 67 |
|
|
2020
Q2 | $266K | Buy |
1,699
+13
| +0.8% | +$1.92K | 0.19% | 67 |
|
|
2020
Q1 | $217K | Buy |
1,686
+5
| +0.3% | +$773 | 0.21% | 70 |
|
|
2019
Q4 | $275K | Sell |
1,681
-144
| -8% | -$22.6K | 0.19% | 80 |
|
|
2019
Q3 | $276K | Buy |
1,825
+5
| +0.3% | +$754 | 0.2% | 71 |
|
|
2019
Q2 | $273K | Buy |
1,820
+4
| +0.2% | +$589 | 0.23% | 76 |
|
|
2019
Q1 | $263K | Sell |
1,816
-228
| -11% | -$31.8K | 0.24% | 70 |
|
|
2018
Q4 | $261K | Buy |
2,044
+64
| +3% | +$8.84K | 0.27% | 62 |
|
|
2018
Q3 | $296K | Hold |
1,980
| – | – | 0.22% | 74 |
|
|
2018
Q2 | $278K | Buy |
+1,980
| New | +$276K | 0.22% | 76 |
|
Other funds holding VTI
RIM
WI
West Branch Capital's VTI Position: Q2 2026 in Review
West Branch Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, buying an estimated $6.08K and bringing the position to 449 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #91.
West Branch Capital first reported a position in VTI in Q2 2018 and has held it in 33 quarters since. The position peaked at $410K in Q4 2021. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- West Branch Capital held 449 shares of Vanguard Morningstar Total Stock Market ETF worth $166K as of Q2 2026.
- West Branch Capital bought 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
- Vanguard Morningstar Total Stock Market ETF made up 0.04% of West Branch Capital's portfolio in Q2 2026, its #91 holding.
- West Branch Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
- West Branch Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $410K in Q4 2021.
- 3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.