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

WestEnd 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 Q3	$15K	Sell	40 -1	-2%	-$375	﹤0.01%	98
2026 Q2	$15.2K	Buy	41 +1	+3%	+$358	﹤0.01%	80
2026 Q1	$12.8K	Sell	40 -1	-2%	-$336	﹤0.01%	78
2025 Q4	$13.7K	Buy	41 +1	+3%	+$333	﹤0.01%	76
2025 Q3	$13.1K	Hold	40	–	–	﹤0.01%	72
2025 Q2	$12.2K	Hold	40	–	–	﹤0.01%	76
2025 Q1	$11K	Buy	40 +1	+3%	+$291	﹤0.01%	75
2024 Q4	$11.3K	Hold	39	–	–	﹤0.01%	73
2024 Q3	$11K	Hold	39	–	–	﹤0.01%	66
2024 Q2	$10.4K	Hold	39	–	–	﹤0.01%	63
2024 Q1	$10.1K	Hold	39	–	–	﹤0.01%	64
2023 Q4	$9.25K	Buy	39 +1	+3%	+$221	﹤0.01%	66
2023 Q3	$8.07K	Buy	+38	New	+$8.41K	﹤0.01%	66

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

WestEnd Advisors's VTI Position: Q3 2026 in Review

WestEnd Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q3 2026, selling an estimated $375 and leaving 40 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #98.

WestEnd Advisors first reported a position in VTI in Q3 2023 and has held it in 13 quarters since. The position peaked at $15.2K in Q2 2026. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

WestEnd Advisors held 40 shares of Vanguard Morningstar Total Stock Market ETF worth $15K as of Q3 2026.
WestEnd Advisors sold 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #98 holding.
WestEnd Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 13 quarters since.
WestEnd Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $15.2K in Q2 2026.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.