Westwood Holdings Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Westwood Holdings Group’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	$247K	Hold	668	–	–	﹤0.01%	600
2026 Q1	$214K	Hold	668	–	–	﹤0.01%	452
2025 Q4	$224K	Hold	668	–	–	﹤0.01%	474
2025 Q3	$219K	Sell	668 -85	-11%	-$26.9K	﹤0.01%	483
2025 Q2	$229K	Buy	+753	New	+$212K	﹤0.01%	466
2025 Q1	–	Sell	-1,424	Closed	-$413K	–	507
2024 Q4	$413K	Buy	1,424 +234	+20%	+$68.3K	﹤0.01%	425
2024 Q3	$337K	Hold	1,190	–	–	﹤0.01%	428
2024 Q2	$318K	Hold	1,190	–	–	﹤0.01%	415
2024 Q1	$309K	Sell	1,190 -1,300	-52%	-$322K	﹤0.01%	424
2023 Q4	$591K	Buy	2,490 +1,252	+101%	+$277K	0.01%	382
2023 Q3	$263K	Buy	+1,238	New	+$274K	﹤0.01%	419

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Westwood Holdings Group's VTI Position: Q2 2026 in Review

Westwood Holdings Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 668 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Westwood Holdings Group first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $591K in Q4 2023. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Westwood Holdings Group held 668 shares of Vanguard Morningstar Total Stock Market ETF worth $247K as of Q2 2026.
Westwood Holdings Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #600 holding.
Westwood Holdings Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Westwood Holdings Group's Vanguard Morningstar Total Stock Market ETF position peaked at $591K in Q4 2023.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.