WT
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Whittier Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Whittier Trust’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 		$7.29M Buy
19,616
+4,208
+27% +$1.5M 0.07% 177
2026
Q1 		$5.01M Hold
15,408
– – 0.06% 192
2025
Q4 		$5.26M Sell
15,408
-268
-2% -$89.2K 0.06% 189
2025
Q3 		$5.17M Buy
15,676
+1
+0% +$316 0.06% 198
2025
Q2 		$4.76M Sell
15,675
-110
-0.7% -$30.9K 0.06% 209
2025
Q1 		$4.34M Buy
15,785
+171
+1% +$49.7K 0.06% 213
2024
Q4 		$4.52M Sell
15,614
-283
-2% -$82.6K 0.06% 207
2024
Q3 		$4.5M Sell
15,897
-165
-1% -$45K 0.06% 213
2024
Q2 		$4.3M Buy
16,062
+6,154
+62% +$1.59M 0.06% 210
2024
Q1 		$2.57M Sell
9,908
-49
-0.5% -$12.1K 0.04% 246
2023
Q4 		$2.36M Sell
9,957
-3
-0% -$663 0.04% 253
2023
Q3 		$2.12M Sell
9,960
-436
-4% -$96.5K 0.04% 264
2023
Q2 		$2.29M Sell
10,396
-55
-0.5% -$11.5K 0.04% 258
2023
Q1 		$2.13M Sell
10,451
-6,950
-40% -$1.39M 0.04% 266
2022
Q4 		$3.33M Sell
17,401
-22
-0.1% -$4.24K 0.06% 221
2022
Q3 		$3.13M Buy
17,423
+6,208
+55% +$1.24M 0.07% 218
2022
Q2 		$2.12M Sell
11,215
-25
-0.2% -$5.14K 0.04% 260
2022
Q1 		$2.56M Buy
11,240
+464
+4% +$104K 0.04% 255
2021
Q4 		$2.6M Buy
10,776
+570
+6% +$135K 0.04% 253
2021
Q3 		$2.27M Sell
10,206
-1,063
-9% -$242K 0.04% 263
2021
Q2 		$2.51M Sell
11,269
-77
-0.7% -$16.7K 0.04% 250
2021
Q1 		$2.35M Buy
11,346
+755
+7% +$153K 0.05% 252
2020
Q4 		$2.06M Buy
10,591
+464
+5% +$84.8K 0.04% 246
2020
Q3 		$1.73M Hold
10,127
– – 0.04% 259
2020
Q2 		$1.58M Buy
10,127
+843
+9% +$124K 0.04% 249
2020
Q1 		$1.2M Hold
9,284
– – 0.04% 268
2019
Q4 		$1.52M Sell
9,284
-531
-5% -$83.2K 0.04% 263
2019
Q3 		$1.48M Buy
9,815
+37
+0.4% +$5.58K 0.04% 262
2019
Q2 		$1.47M Sell
9,778
-26
-0.3% -$3.83K 0.04% 257
2019
Q1 		$1.42M Sell
9,804
-1,753
-15% -$245K 0.04% 262
2018
Q4 		$1.48M Buy
11,557
+1,753
+18% +$242K 0.05% 249
2018
Q3 		$1.47M Buy
9,804
+1,700
+21% +$250K 0.05% 253
2018
Q2 		$1.14M Hold
8,104
– – 0.04% 265
2018
Q1 		$1.1M Hold
8,104
– – 0.04% 272
2017
Q4 		$1.11M Hold
8,104
– – 0.04% 280
2017
Q3 		$1.05M Hold
8,104
– – 0.04% 276
2017
Q2 		$1.01M Sell
8,104
-83
-1% -$10.2K 0.04% 272
2017
Q1 		$993K Buy
8,187
+1,073
+15% +$129K 0.04% 267
2016
Q4 		$820K Hold
7,114
– – 0.03% 278
2016
Q3 		$792K Hold
7,114
– – 0.03% 290
2016
Q2 		$762K Hold
7,114
– – 0.03% 288
2016
Q1 		$746K Buy
7,114
+268
+4% +$26.6K 0.03% 295
2015
Q4 		$714K Buy
6,846
+96
+1% +$10.1K 0.03% 308
2015
Q3 		$666K Sell
6,750
-1,000
-13% -$105K 0.03% 303
2015
Q2 		$829K Buy
7,750
+3,850
+99% +$420K 0.04% 296
2015
Q1 		$418K Hold
3,900
– – 0.02% 371
2014
Q4 		$413K Hold
3,900
– – 0.02% 357
2014
Q3 		$395K Hold
3,900
– – 0.02% 355
2014
Q2 		$397K Hold
3,900
– – 0.02% 355
2014
Q1 		$380K Hold
3,900
– – 0.02% 353
2013
Q4 		$374K Hold
3,900
– – 0.02% 358
2013
Q3 		$342K Hold
3,900
– – 0.02% 367
2013
Q2 		$322K Buy
+3,900
New +$324K 0.02% 368

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

Whittier Trust's VTI Position: Q2 2026 in Review

Whittier Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 27% in Q2 2026, buying an estimated $1.5M and bringing the position to 19,616 shares worth $7.29M. The position accounts for 0.07% of the portfolio, ranked #177.

Whittier Trust first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Whittier Trust held 19,616 shares of Vanguard Morningstar Total Stock Market ETF worth $7.29M as of Q2 2026.
  • Whittier Trust bought 4,208 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Whittier Trust's portfolio in Q2 2026, its #177 holding.
  • Whittier Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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