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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WestEnd Advisors's VTI Position: Q2 2026 in Review

WestEnd Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $358 and bringing the position to 41 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #80.

WestEnd Advisors first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

WestEnd Advisors held 41 shares of Vanguard Morningstar Total Stock Market ETF worth $15.2K as of Q2 2026.
WestEnd Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #80 holding.
WestEnd Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.