William Howard & Co Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

William Howard & Co Financial 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	$467K	Hold	1,262	–	–	0.36%	35
2026 Q1	$405K	Buy	1,262 +59	+5%	+$19.8K	0.35%	34
2025 Q4	$403K	Buy	1,203 +88	+8%	+$29.3K	0.34%	34
2025 Q3	$366K	Buy	1,115 +44	+4%	+$13.9K	0.31%	36
2025 Q2	$325K	Buy	1,071 +14	+1%	+$3.94K	0.28%	39
2025 Q1	$290K	Buy	1,057 +11	+1%	+$3.2K	0.27%	38
2024 Q4	$303K	Hold	1,046	–	–	0.27%	38
2024 Q3	$296K	Buy	+1,046	New	+$285K	0.25%	38

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

William Howard & Co Financial Advisors's VTI Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,262 shares worth $467K. The position accounts for 0.36% of the portfolio, ranked #35.

William Howard & Co Financial Advisors first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

William Howard & Co Financial Advisors held 1,262 shares of Vanguard Morningstar Total Stock Market ETF worth $467K as of Q2 2026.
William Howard & Co Financial Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.36% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #35 holding.
William Howard & Co Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.