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Westmount Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Westmount Partners’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 		$7.74M Buy
20,921
+519
+3% +$186K 1.69% 13
2026
Q1 		$6.55M Sell
20,402
-703
-3% -$236K 1.61% 14
2025
Q4 		$7.08M Buy
21,105
+1,525
+8% +$507K 1.76% 13
2025
Q3 		$6.45M Sell
19,580
-181
-0.9% -$57.2K 1.67% 12
2025
Q2 		$6.01M Buy
19,761
+8,882
+82% +$2.5M 1.65% 13
2025
Q1 		$2.99M Sell
10,879
-33
-0.3% -$9.59K 0.91% 21
2024
Q4 		$3.16M Sell
10,912
-38
-0.3% -$11.1K 0.96% 22
2024
Q3 		$3.1M Buy
10,950
+1
+0% +$273 0.93% 25
2024
Q2 		$2.93M Buy
10,949
+317
+3% +$82K 0.97% 21
2024
Q1 		$2.76M Buy
10,632
+2,250
+27% +$557K 0.99% 22
2023
Q4 		$1.99M Sell
8,382
-2,009
-19% -$444K 0.81% 26
2023
Q3 		$2.21M Buy
10,391
+4,045
+64% +$895K 0.97% 22
2023
Q2 		$1.4M Buy
6,346
+90
+1% +$18.8K 0.61% 37
2023
Q1 		$1.28M Buy
6,256
+3
+0% +$601 0.59% 35
2022
Q4 		$1.2M Buy
+6,253
New +$1.21M 0.62% 34

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

Westmount Partners's VTI Position: Q2 2026 in Review

Westmount Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $186K and bringing the position to 20,921 shares worth $7.74M. The position accounts for 1.69% of the portfolio, ranked #13.

Westmount Partners first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Westmount Partners held 20,921 shares of Vanguard Morningstar Total Stock Market ETF worth $7.74M as of Q2 2026.
  • Westmount Partners bought 519 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $186K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.69% of Westmount Partners's portfolio in Q2 2026, its #13 holding.
  • Westmount Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.