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Whipplewood Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Whipplewood Advisors’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 		$97K Sell
262
-2
-0.8% -$715 0.07% 112
2026
Q1 		$84.7K Hold
264
– – 0.04% 210
2025
Q4 		$88.5K Hold
264
– – 0.06% 165
2025
Q3 		$86.6K Hold
264
– – 0.06% 162
2025
Q2 		$80.2K Buy
264
+53
+25% +$14.9K 0.04% 261
2025
Q1 		$72.6K Sell
211
-53
-20% -$15.4K 0.04% 256
2024
Q4 		$76.5K Buy
+264
New +$77K 0.04% 254

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

Whipplewood Advisors's VTI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.76% in Q2 2026, selling an estimated $715 and leaving 262 shares worth $97K. The position accounts for 0.07% of the portfolio, ranked #112.

Whipplewood Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Whipplewood Advisors held 262 shares of Vanguard Morningstar Total Stock Market ETF worth $97K as of Q2 2026.
  • Whipplewood Advisors sold 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Whipplewood Advisors's portfolio in Q2 2026, its #112 holding.
  • Whipplewood Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.