Willis Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Willis Investment Counsel’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	$483K	Buy	1,304 +11	+0.9%	+$3.93K	0.02%	107
2026 Q1	$415K	Hold	1,293	–	–	0.02%	106
2025 Q4	$434K	Buy	1,293 +469	+57%	+$156K	0.02%	112
2025 Q3	$270K	Sell	824 -27	-3%	-$8.53K	0.01%	115
2025 Q2	$259K	Hold	851	–	–	0.02%	111
2025 Q1	$234K	Buy	851 +16	+2%	+$4.65K	0.02%	110
2024 Q4	$242K	Buy	835 +24	+3%	+$7K	0.02%	109
2024 Q3	$230K	Buy	+811	New	+$221K	0.01%	108

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

Willis Investment Counsel's VTI Position: Q2 2026 in Review

Willis Investment Counsel increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.85% in Q2 2026, buying an estimated $3.93K and bringing the position to 1,304 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #107.

Willis Investment Counsel first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Willis Investment Counsel held 1,304 shares of Vanguard Morningstar Total Stock Market ETF worth $483K as of Q2 2026.
Willis Investment Counsel bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Willis Investment Counsel's portfolio in Q2 2026, its #107 holding.
Willis Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.