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Whitney & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Whitney & Co’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 		$693K Sell
1,872
-13
-0.7% -$4.65K 0.05% 112
2026
Q1 		$605K Sell
1,885
-210
-10% -$70.5K 0.05% 115
2025
Q4 		$702K Buy
2,095
+39
+2% +$13K 0.06% 108
2025
Q3 		$675K Buy
2,056
+10
+0.5% +$3.16K 0.06% 84
2025
Q2 		$622K Hold
2,046
– – 0.06% 83
2025
Q1 		$562K Buy
2,046
+30
+1% +$8.72K 0.06% 89
2024
Q4 		$584K Buy
2,016
+75
+4% +$21.9K 0.06% 79
2024
Q3 		$550K Sell
1,941
-85
-4% -$23.2K 0.06% 83
2024
Q2 		$542K Sell
2,026
-20
-1% -$5.18K 0.06% 81
2024
Q1 		$532K Buy
2,046
+91
+5% +$22.5K 0.06% 86
2023
Q4 		$464K Sell
1,955
-30
-2% -$6.63K 0.06% 89
2023
Q3 		$422K Buy
1,985
+160
+9% +$35.4K 0.06% 88
2023
Q2 		$402K Hold
1,825
– – 0.06% 94
2023
Q1 		$372K Buy
1,825
+5
+0.3% +$1K 0.06% 100
2022
Q4 		$348K Buy
+1,820
New +$351K 0.06% 101
2022
Q2 		– Sell
-3,406
Closed -$775K – 133
2022
Q1 		$775K Buy
3,406
+1,433
+73% +$322K 0.12% 79
2021
Q4 		$476K Hold
1,973
– – 0.07% 95
2021
Q3 		$438K Buy
1,973
+168
+9% +$38.3K 0.07% 92
2021
Q2 		$402K Hold
1,805
– – 0.06% 98
2021
Q1 		$373K Sell
1,805
-18
-1% -$3.64K 0.07% 99
2020
Q4 		$366K Buy
+1,823
New +$333K 0.06% 99
2018
Q4 		– Sell
-50
Closed -$7K – 460
2018
Q3 		$7K Buy
+50
New +$7.36K ﹤0.01% 359

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Whitney & Co's VTI Position: Q2 2026 in Review

Whitney & Co reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.69% in Q2 2026, selling an estimated $4.65K and leaving 1,872 shares worth $693K. The position accounts for 0.05% of the portfolio, ranked #112.

Whitney & Co first reported a position in VTI in Q3 2018 and has held it in 22 quarters since. The position peaked at $775K in Q1 2022. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Whitney & Co held 1,872 shares of Vanguard Morningstar Total Stock Market ETF worth $693K as of Q2 2026.
  • Whitney & Co sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Whitney & Co's portfolio in Q2 2026, its #112 holding.
  • Whitney & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 22 quarters since.
  • Whitney & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $775K in Q1 2022.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.