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Westshore Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Westshore Wealth’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
Q1 		$1.1M Buy
3,437
+16
+0.5% +$5.37K 0.39% 29
2025
Q4 		$1.15M Sell
3,421
-1,876
-35% -$624K 0.38% 32
2025
Q3 		$1.74M Buy
5,297
+1
+0% +$316 0.59% 27
2025
Q2 		$1.61M Buy
5,296
+25
+0.5% +$7.03K 0.62% 23
2025
Q1 		$1.45M Buy
5,271
+7
+0.1% +$2.03K 0.61% 24
2024
Q4 		$1.53M Buy
5,264
+11
+0.2% +$3.21K 0.62% 23
2024
Q3 		$1.49M Buy
5,253
+7
+0.1% +$1.91K 0.61% 23
2024
Q2 		$1.4M Hold
5,246
– – 0.58% 22
2024
Q1 		$1.36M Buy
5,246
+630
+14% +$156K 0.57% 23
2023
Q4 		$1.1M Sell
4,616
-193
-4% -$42.7K 0.51% 21
2023
Q3 		$1.02M Buy
4,809
+207
+4% +$45.8K 0.57% 19
2023
Q2 		$1.01M Buy
4,602
+7
+0.2% +$1.46K 0.52% 22
2023
Q1 		$938K Buy
4,595
+7
+0.2% +$1.4K 0.49% 23
2022
Q4 		$877K Buy
4,588
+9
+0.2% +$1.73K 0.5% 23
2022
Q3 		$822K Buy
4,579
+379
+9% +$75.5K 0.57% 17
2022
Q2 		$792K Buy
4,200
+7
+0.2% +$1.44K 0.52% 23
2022
Q1 		$955K Buy
4,193
+1,796
+75% +$404K 0.64% 20
2021
Q4 		$579K Hold
2,397
– – 0.4% 32
2021
Q3 		$532K Buy
2,397
+22
+0.9% +$5.02K 0.43% 32
2021
Q2 		$529K Sell
2,375
-9
-0.4% -$1.95K 0.27% 64
2021
Q1 		$493K Buy
+2,384
New +$482K 0.28% 60

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westshore Wealth's VTI Position: Q1 2026 in Review

Westshore Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.47% in Q1 2026, buying an estimated $5.37K and bringing the position to 3,437 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #29.

Westshore Wealth first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.74M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Westshore Wealth held 3,437 shares of Vanguard Morningstar Total Stock Market ETF worth $1.1M as of Q1 2026.
  • Westshore Wealth bought 16 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $5.37K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.39% of Westshore Wealth's portfolio in Q1 2026, its #29 holding.
  • Westshore Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Westshore Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.74M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.