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Westend Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Westend Capital Management’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 		$25.2K Sell
68
-409
-86% -$146K 0.01% 122
2026
Q1 		$153K Buy
477
+132
+38% +$44.3K 0.05% 57
2025
Q4 		$116K Buy
345
+125
+57% +$41.6K 0.03% 67
2025
Q3 		$72.2K Hold
220
– – 0.02% 66
2025
Q2 		$66.9K Hold
220
– – 0.02% 74
2025
Q1 		$60.5K Hold
220
– – 0.02% 73
2024
Q4 		$63.8K Hold
220
– – 0.02% 74
2024
Q3 		$62.3K Buy
+220
New +$60K 0.02% 70

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

Westend Capital Management's VTI Position: Q2 2026 in Review

Westend Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 86% in Q2 2026, selling an estimated $146K and leaving 68 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #122.

Westend Capital Management first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $153K in Q1 2026. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Westend Capital Management held 68 shares of Vanguard Morningstar Total Stock Market ETF worth $25.2K as of Q2 2026.
  • Westend Capital Management sold 409 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $146K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #122 holding.
  • Westend Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Westend Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $153K in Q1 2026.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.