West Branch Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

West Branch Capital’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	$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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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. 1,976 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.
1,976 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.