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

Westfuller 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 		$2.33M Buy
6,290
+18
+0.3% +$6.44K 0.85% 37
2026
Q1 		$2.01M Sell
6,272
-47
-0.7% -$15.8K 0.87% 31
2025
Q4 		$2.12M Buy
6,319
+91
+1% +$30.3K 0.86% 33
2025
Q3 		$2.05M Buy
6,228
+9
+0.1% +$2.84K 0.93% 30
2025
Q2 		$1.9M Hold
6,219
– – 1.08% 23
2025
Q1 		$1.71M Buy
6,219
+40
+0.6% +$11.6K 1.14% 22
2024
Q4 		$1.79M Buy
6,179
+39
+0.6% +$11.4K 1.14% 25
2024
Q3 		$1.74M Buy
+6,140
New +$1.67M 1.25% 24
2024
Q1 		$1.66M Buy
+6,386
New +$1.58M 1.99% 17

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Westfuller Advisors's VTI Position: Q2 2026 in Review

Westfuller Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q2 2026, buying an estimated $6.44K and bringing the position to 6,290 shares worth $2.33M. The position accounts for 0.85% of the portfolio, ranked #37.

Westfuller Advisors first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. 1,916 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Westfuller Advisors held 6,290 shares of Vanguard Morningstar Total Stock Market ETF worth $2.33M as of Q2 2026.
  • Westfuller Advisors bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.85% of Westfuller Advisors's portfolio in Q2 2026, its #37 holding.
  • Westfuller Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.