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White Wing Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

White Wing Wealth Management’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 		$50M Buy
135,161
+1,114
+0.8% +$398K 26.09% 1
2026
Q1 		$43M Buy
134,047
+1,871
+1% +$628K 25.81% 1
2025
Q4 		$44.3M Sell
132,176
-11,745
-8% -$3.91M 26.45% 1
2025
Q3 		$47.4M Sell
143,921
-8,680
-6% -$2.74M 29.43% 1
2025
Q2 		$46.4M Buy
152,601
+1,330
+0.9% +$374K 31.43% 1
2025
Q1 		$39.1M Buy
151,271
+2,502
+2% +$727K 30.49% 1
2024
Q4 		$43.1M Buy
148,769
+4,024
+3% +$1.17M 32.05% 1
2024
Q3 		$41M Sell
144,745
-553
-0.4% -$151K 31.57% 1
2024
Q2 		$38.9M Buy
145,298
+16,756
+13% +$4.34M 31.1% 1
2024
Q1 		$33.4M Buy
128,542
+30,675
+31% +$7.59M 27.7% 1
2023
Q4 		$23.1M Buy
+97,867
New +$21.6M 21.28% 1

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

White Wing Wealth Management's VTI Position: Q2 2026 in Review

White Wing Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.83% in Q2 2026, buying an estimated $398K and bringing the position to 135,161 shares worth $50M. The position accounts for 26.09% of the portfolio, ranked #1.

White Wing Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • White Wing Wealth Management held 135,161 shares of Vanguard Morningstar Total Stock Market ETF worth $50M as of Q2 2026.
  • White Wing Wealth Management bought 1,114 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $398K.
  • Vanguard Morningstar Total Stock Market ETF made up 26.09% of White Wing Wealth Management's portfolio in Q2 2026, its #1 holding.
  • White Wing Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.