Westover Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $539K | Sell |
1,456
-50
| -3% | -$17.9K | 0.09% | 145 |
|
|
2026
Q1 | $483K | Sell |
1,506
-61
| -4% | -$20.5K | 0.09% | 148 |
|
|
2025
Q4 | $525K | Sell |
1,567
-300
| -16% | -$99.8K | 0.1% | 144 |
|
|
2025
Q3 | $613K | Sell |
1,867
-850
| -31% | -$269K | 0.11% | 128 |
|
|
2025
Q2 | $826K | Sell |
2,717
-4
| -0.1% | -$1.13K | 0.17% | 108 |
|
|
2025
Q1 | $748K | Buy |
2,721
+753
| +38% | +$219K | 0.17% | 113 |
|
|
2024
Q4 | $570K | Buy |
1,968
+250
| +15% | +$72.9K | 0.13% | 134 |
|
|
2024
Q3 | $486K | Hold |
1,718
| – | – | 0.09% | 153 |
|
|
2024
Q2 | $460K | Buy |
1,718
+140
| +9% | +$36.2K | 0.12% | 136 |
|
|
2024
Q1 | $410K | Sell |
1,578
-4
| -0.3% | -$990 | 0.12% | 125 |
|
|
2023
Q4 | $375K | Sell |
1,582
-26
| -2% | -$5.75K | 0.12% | 120 |
|
|
2023
Q3 | $342K | Sell |
1,608
-4
| -0.2% | -$885 | 0.12% | 128 |
|
|
2023
Q2 | $355K | Buy |
1,612
+4
| +0.2% | +$834 | 0.12% | 124 |
|
|
2023
Q1 | $328K | Sell |
1,608
-90
| -5% | -$18K | 0.12% | 123 |
|
|
2022
Q4 | $325K | Sell |
1,698
-1,300
| -43% | -$251K | 0.13% | 114 |
|
|
2022
Q3 | $538K | Buy |
2,998
+10
| +0.3% | +$1.99K | 0.21% | 90 |
|
|
2022
Q2 | $564K | Sell |
2,988
-1,526
| -34% | -$314K | 0.21% | 89 |
|
|
2022
Q1 | $1.03M | Sell |
4,514
-4,446
| -50% | -$1,000K | 0.32% | 69 |
|
|
2021
Q4 | $2.16M | Buy |
8,960
+7,500
| +514% | +$1.77M | 0.63% | 47 |
|
|
2021
Q3 | $324K | Sell |
1,460
-110
| -7% | -$25.1K | 0.1% | 132 |
|
|
2021
Q2 | $350K | Sell |
1,570
-4
| -0.3% | -$868 | 0.11% | 130 |
|
|
2021
Q1 | $325K | Buy |
1,574
+52
| +3% | +$10.5K | 0.11% | 126 |
|
|
2020
Q4 | $296K | Buy |
1,522
+16
| +1% | +$2.92K | 0.11% | 119 |
|
|
2020
Q3 | $256K | Sell |
1,506
-142
| -9% | -$23.9K | 0.11% | 119 |
|
|
2020
Q2 | $258K | Sell |
1,648
-3
| -0.2% | -$442 | 0.12% | 97 |
|
|
2020
Q1 | $213K | Sell |
1,651
-1,124
| -41% | -$174K | 0.12% | 108 |
|
|
2019
Q4 | $454K | Buy |
2,775
+660
| +31% | +$103K | 0.2% | 92 |
|
|
2019
Q3 | $319K | Hold |
2,115
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $317K | Sell |
2,115
-312
| -13% | -$45.9K | 0.16% | 99 |
|
|
2019
Q1 | $351K | Hold |
2,427
| – | – | 0.18% | 90 |
|
|
2018
Q4 | $310K | Sell |
2,427
-274
| -10% | -$37.8K | 0.19% | 86 |
|
|
2018
Q3 | $404K | Buy |
2,701
+596
| +28% | +$87.7K | 0.2% | 84 |
|
|
2018
Q2 | $296K | Buy |
2,105
+350
| +20% | +$48.8K | 0.16% | 91 |
|
|
2018
Q1 | $238K | Sell |
1,755
-319
| -15% | -$44.7K | 0.13% | 103 |
|
|
2017
Q4 | $285K | Buy |
+2,074
| New | +$278K | 0.16% | 104 |
|
Other funds holding VTI
RIM
WI
Westover Capital Advisors's VTI Position: Q2 2026 in Review
Westover Capital Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $17.9K and leaving 1,456 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #145.
Westover Capital Advisors first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.16M in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Westover Capital Advisors held 1,456 shares of Vanguard Morningstar Total Stock Market ETF worth $539K as of Q2 2026.
- Westover Capital Advisors sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.9K.
- Vanguard Morningstar Total Stock Market ETF made up 0.09% of Westover Capital Advisors's portfolio in Q2 2026, its #145 holding.
- Westover Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
- Westover Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.16M in Q4 2021.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.