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

WestHill Financial 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 		$908K Sell
2,454
-26
-1% -$9.3K 0.15% 36
2026
Q1 		$796K Sell
2,480
-160
-6% -$53.7K 0.15% 37
2025
Q4 		$885K Buy
2,640
+1,370
+108% +$456K 0.17% 36
2025
Q3 		$417K Buy
1,270
+6
+0.5% +$1.9K 0.08% 47
2025
Q2 		$384K Buy
1,264
+2
+0.2% +$563 0.08% 48
2025
Q1 		$347K Sell
1,262
-24
-2% -$6.97K 0.08% 52
2024
Q4 		$373K Sell
1,286
-13
-1% -$3.79K 0.08% 50
2024
Q3 		$368K Buy
1,299
+46
+4% +$12.5K 0.08% 52
2024
Q2 		$335K Hold
1,253
– – 0.08% 53
2024
Q1 		$326K Sell
1,253
-5,857
-82% -$1.45M 0.08% 52
2023
Q4 		$1.69M Buy
7,110
+6,019
+552% +$1.33M 0.45% 22
2023
Q3 		$232K Buy
1,091
+7
+0.6% +$1.55K 0.07% 58
2023
Q2 		$239K Buy
1,084
+1
+0.1% +$209 0.07% 54
2023
Q1 		$221K Buy
1,083
+2
+0.2% +$400 0.07% 58
2022
Q4 		$207K Buy
1,081
+4
+0.4% +$771 0.07% 59
2022
Q3 		$193K Buy
1,077
+5
+0.5% +$997 0.07% 59
2022
Q2 		$202K Buy
1,072
+6
+0.6% +$1.23K 0.07% 63
2022
Q1 		$243K Buy
1,066
+484
+83% +$109K 0.07% 59
2021
Q4 		$140K Buy
582
+29
+5% +$6.85K 0.04% 81
2021
Q3 		$123K Buy
+553
New +$126K 0.04% 69
2021
Q1 		$111K Sell
536
-3
-0.6% -$607 0.04% 61
2020
Q4 		$105K Buy
+539
New +$98.5K 0.04% 62

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

WestHill Financial Advisors's VTI Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, selling an estimated $9.3K and leaving 2,454 shares worth $908K. The position accounts for 0.15% of the portfolio, ranked #36.

WestHill Financial Advisors first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.69M in Q4 2023. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WestHill Financial Advisors held 2,454 shares of Vanguard Morningstar Total Stock Market ETF worth $908K as of Q2 2026.
  • WestHill Financial Advisors sold 26 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of WestHill Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • WestHill Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.69M in Q4 2023.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.