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

West Michigan 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 		$1.52M Sell
4,103
-65
-2% -$23.2K 0.29% 88
2026
Q1 		$1.34M Buy
4,168
+74
+2% +$24.8K 0.29% 83
2025
Q4 		$1.37M Sell
4,094
-387
-9% -$129K 0.32% 84
2025
Q3 		$1.47M Buy
4,481
+1,322
+42% +$418K 0.35% 81
2025
Q2 		$963K Buy
3,159
+171
+6% +$48.1K 0.27% 70
2025
Q1 		$821K Sell
2,988
-543
-15% -$158K 0.27% 66
2024
Q4 		$1.02M Sell
3,531
-10
-0.3% -$2.92K 0.31% 61
2024
Q3 		$1.01M Buy
3,541
+334
+10% +$91.1K 0.3% 64
2024
Q2 		$861K Buy
3,207
+520
+19% +$135K 0.27% 65
2024
Q1 		$698K Buy
+2,687
New +$665K 0.23% 71
2023
Q4 		– Sell
-2,471
Closed -$525K – 167
2023
Q3 		$525K Sell
2,471
-56
-2% -$12.4K 0.28% 75
2023
Q2 		$557K Sell
2,527
-195
-7% -$40.7K 0.22% 101
2023
Q1 		$556K Sell
2,722
-916
-25% -$183K 0.32% 71
2022
Q4 		$695K Sell
3,638
-2,220
-38% -$428K 0.51% 44
2022
Q3 		$1.05M Sell
5,858
-1,993
-25% -$397K 0.92% 27
2022
Q2 		$1.48M Sell
7,851
-34,576
-81% -$7.1M 1.27% 18
2022
Q1 		$9.66M Sell
42,427
-10,965
-21% -$2.47M 6.52% 2
2021
Q4 		$12.9M Buy
+53,392
New +$12.6M 9.6% 1

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 Michigan Advisors's VTI Position: Q2 2026 in Review

West Michigan Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $23.2K and leaving 4,103 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #88.

West Michigan Advisors first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.9M in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • West Michigan Advisors held 4,103 shares of Vanguard Morningstar Total Stock Market ETF worth $1.52M as of Q2 2026.
  • West Michigan Advisors sold 65 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $23.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of West Michigan Advisors's portfolio in Q2 2026, its #88 holding.
  • West Michigan Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • West Michigan Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $12.9M in Q4 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.