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WhitTier Trust Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WhitTier Trust Company’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 		$7.55M Buy
20,438
+29
+0.1% +$10.4K 0.14% 122
2026
Q1 		$6.64M Buy
20,409
+30
+0.1% +$10.1K 0.14% 127
2025
Q4 		$6.95M Buy
20,379
+8,044
+65% +$2.68M 0.14% 129
2025
Q3 		$4.07M Buy
12,335
+36
+0.3% +$11.4K 0.09% 170
2025
Q2 		$3.74M Buy
12,299
+1,895
+18% +$533K 0.08% 186
2025
Q1 		$2.86M Buy
10,404
+2,961
+40% +$860K 0.07% 206
2024
Q4 		$2.16M Buy
7,443
+35
+0.5% +$10.2K 0.05% 226
2024
Q3 		$2.1M Buy
7,408
+227
+3% +$61.9K 0.05% 229
2024
Q2 		$1.92M Buy
7,181
+81
+1% +$21K 0.05% 220
2024
Q1 		$1.85M Buy
7,100
+70
+1% +$17.3K 0.05% 228
2023
Q4 		$1.67M Buy
7,030
+70
+1% +$15.5K 0.05% 231
2023
Q3 		$1.48M Buy
6,960
+73
+1% +$16.2K 0.05% 240
2023
Q2 		$1.52M Buy
6,887
+50
+0.7% +$10.4K 0.05% 246
2023
Q1 		$1.4M Sell
6,837
-155
-2% -$31K 0.05% 246
2022
Q4 		$1.34M Sell
6,992
-200
-3% -$38.5K 0.05% 246
2022
Q3 		$1.29M Sell
7,192
-1,137
-14% -$227K 0.06% 248
2022
Q2 		$1.57M Buy
8,329
+3,293
+65% +$677K 0.06% 225
2022
Q1 		$1.15M Sell
5,036
-185
-4% -$41.6K 0.04% 269
2021
Q4 		$1.26M Buy
5,221
+450
+9% +$106K 0.05% 257
2021
Q3 		$1.06M Buy
4,771
+25
+0.5% +$5.7K 0.04% 262
2021
Q2 		$1.06M Buy
4,746
+1,025
+28% +$222K 0.04% 255
2021
Q1 		$769K Hold
3,721
– – 0.03% 286
2020
Q4 		$724K Sell
3,721
-122
-3% -$22.3K 0.04% 278
2020
Q3 		$654K Buy
3,843
+670
+21% +$113K 0.04% 268
2020
Q2 		$497K Sell
3,173
-960
-23% -$142K 0.03% 290
2020
Q1 		$533K Sell
4,133
-136
-3% -$21K 0.04% 263
2019
Q4 		$698K Buy
4,269
+180
+4% +$28.2K 0.04% 265
2019
Q3 		$617K Sell
4,089
-1,050
-20% -$158K 0.04% 265
2019
Q2 		$771K Hold
5,139
– – 0.05% 231
2019
Q1 		$744K Sell
5,139
-1,749
-25% -$244K 0.05% 229
2018
Q4 		$879K Buy
6,888
+2,562
+59% +$354K 0.07% 195
2018
Q3 		$647K Hold
4,326
– – 0.05% 243
2018
Q2 		$607K Hold
4,326
– – 0.05% 243
2018
Q1 		$587K Buy
4,326
+150
+4% +$21K 0.05% 244
2017
Q4 		$573K Buy
4,176
+27
+0.7% +$3.61K 0.05% 242
2017
Q3 		$537K Buy
4,149
+900
+28% +$114K 0.05% 246
2017
Q2 		$404K Buy
3,249
+28
+0.9% +$3.45K 0.04% 272
2017
Q1 		$391K Hold
3,221
– – 0.04% 275
2016
Q4 		$371K Hold
3,221
– – 0.04% 271
2016
Q3 		$359K Sell
3,221
-190
-6% -$21.1K 0.04% 269
2016
Q2 		$366K Buy
3,411
+1,166
+52% +$124K 0.04% 269
2016
Q1 		$235K Hold
2,245
– – 0.03% 318
2015
Q4 		$234K Sell
2,245
-20
-0.9% -$2.11K 0.03% 318
2015
Q3 		$224K Hold
2,265
– – 0.03% 328
2015
Q2 		$242K Buy
2,265
+75
+3% +$8.18K 0.03% 336
2015
Q1 		$235K Buy
2,190
+65
+3% +$6.94K 0.03% 338
2014
Q4 		$225K Buy
2,125
+80
+4% +$8.28K 0.03% 343
2014
Q3 		$207K Buy
2,045
+165
+9% +$16.9K 0.02% 340
2014
Q2 		$191K Buy
1,880
+495
+36% +$48.8K 0.02% 352
2014
Q1 		$135K Buy
1,385
+85
+7% +$8.14K 0.02% 396
2013
Q4 		$125K Buy
1,300
+150
+13% +$13.8K 0.02% 399
2013
Q3 		$101K Hold
1,150
– – 0.01% 411
2013
Q2 		$95K Buy
+1,150
New +$95.4K 0.01% 413

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

WhitTier Trust Company's VTI Position: Q2 2026 in Review

WhitTier Trust Company increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q2 2026, buying an estimated $10.4K and bringing the position to 20,438 shares worth $7.55M. The position accounts for 0.14% of the portfolio, ranked #122.

WhitTier Trust Company first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WhitTier Trust Company held 20,438 shares of Vanguard Morningstar Total Stock Market ETF worth $7.55M as of Q2 2026.
  • WhitTier Trust Company bought 29 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of WhitTier Trust Company's portfolio in Q2 2026, its #122 holding.
  • WhitTier Trust Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.