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

West 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 		$6.11M Buy
16,509
+916
+6% +$328K 0.93% 18
2026
Q1 		$5M Sell
15,593
-321
-2% -$108K 0.85% 19
2025
Q4 		$5.34M Sell
15,914
-771
-5% -$256K 0.9% 18
2025
Q3 		$5.48M Sell
16,685
-117
-0.7% -$37K 0.91% 18
2025
Q2 		$5.11M Sell
16,802
-1,515
-8% -$426K 0.89% 18
2025
Q1 		$5.03M Sell
18,317
-336
-2% -$97.6K 0.96% 17
2024
Q4 		$5.41M Sell
18,653
-827
-4% -$241K 1.04% 17
2024
Q3 		$5.52M Sell
19,480
-663
-3% -$181K 1.06% 17
2024
Q2 		$5.39M Sell
20,143
-472
-2% -$122K 1.12% 18
2024
Q1 		$5.36M Sell
20,615
-70
-0.3% -$17.3K 1.15% 18
2023
Q4 		$4.91M Sell
20,685
-853
-4% -$189K 1.12% 18
2023
Q3 		$4.57M Sell
21,538
-105
-0.5% -$23.2K 1.15% 16
2023
Q2 		$4.77M Sell
21,643
-926
-4% -$193K 1.17% 16
2023
Q1 		$4.61M Sell
22,569
-28
-0.1% -$5.61K 1.21% 17
2022
Q4 		$4.32M Sell
22,597
-641
-3% -$124K 1.21% 17
2022
Q3 		$4.17M Buy
+23,238
New +$4.63M 1.25% 15

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

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

West Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.9% in Q2 2026, buying an estimated $328K and bringing the position to 16,509 shares worth $6.11M. The position accounts for 0.93% of the portfolio, ranked #18.

West Financial Advisors first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • West Financial Advisors held 16,509 shares of Vanguard Morningstar Total Stock Market ETF worth $6.11M as of Q2 2026.
  • West Financial Advisors bought 916 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $328K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.93% of West Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • West Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.