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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
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 $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 $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westwood Holdings Group's VTI Position: Q1 2026 in Review

Westwood Holdings Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 668 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Westwood Holdings Group first reported a position in VTI in Q3 2023 and has held it in 10 quarters since. The position peaked at $591K in Q4 2023. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Westwood Holdings Group held 668 shares of Vanguard Morningstar Total Stock Market ETF worth $214K as of Q1 2026.
  • Westwood Holdings Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #452 holding.
  • Westwood Holdings Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 10 quarters since.
  • Westwood Holdings Group's Vanguard Morningstar Total Stock Market ETF position peaked at $591K in Q4 2023.
  • 3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.