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Willis Johnson & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Willis Johnson & Associates’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 		$1.45M Sell
3,917
-2,895
-42% -$1.04M 0.08% 53
2026
Q1 		$2.19M Buy
6,812
+155
+2% +$52K 0.13% 51
2025
Q4 		$2.23M Sell
6,657
-516
-7% -$172K 0.14% 51
2025
Q3 		$2.35M Sell
7,173
-464
-6% -$147K 0.15% 52
2025
Q2 		$2.32M Buy
7,637
+44
+0.6% +$12.4K 0.16% 51
2025
Q1 		$2.09M Buy
7,593
+208
+3% +$60.4K 0.16% 52
2024
Q4 		$2.14M Sell
7,385
-2,838
-28% -$828K 0.16% 52
2024
Q3 		$2.89M Buy
10,223
+155
+2% +$42.3K 0.22% 47
2024
Q2 		$2.69M Buy
10,068
+549
+6% +$142K 0.22% 47
2024
Q1 		$2.47M Sell
9,519
-2,756
-22% -$682K 0.21% 49
2023
Q4 		$2.91M Buy
12,275
+5,474
+80% +$1.21M 0.27% 44
2023
Q3 		$1.44M Buy
6,801
+1,834
+37% +$406K 0.15% 60
2023
Q2 		$1.09M Buy
4,967
+196
+4% +$40.9K 0.12% 60
2023
Q1 		$974K Sell
4,771
-36
-0.7% -$7.21K 0.12% 59
2022
Q4 		$919K Buy
4,807
+2,465
+105% +$475K 0.12% 58
2022
Q3 		$420K Buy
2,342
+90
+4% +$17.9K 0.06% 72
2022
Q2 		$425K Buy
2,252
+122
+6% +$25.1K 0.06% 74
2022
Q1 		$485K Sell
2,130
-77
-3% -$17.3K 0.06% 69
2021
Q4 		$533K Buy
+2,207
New +$521K 0.07% 60
2021
Q1 		– Sell
-3,284
Closed -$639K – 97
2020
Q4 		$639K Buy
+3,284
New +$600K 0.11% 46

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

Willis Johnson & Associates's VTI Position: Q2 2026 in Review

Willis Johnson & Associates reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 42% in Q2 2026, selling an estimated $1.04M and leaving 3,917 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #53.

Willis Johnson & Associates first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.91M in Q4 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Willis Johnson & Associates held 3,917 shares of Vanguard Morningstar Total Stock Market ETF worth $1.45M as of Q2 2026.
  • Willis Johnson & Associates sold 2,895 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.04M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Willis Johnson & Associates's portfolio in Q2 2026, its #53 holding.
  • Willis Johnson & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • Willis Johnson & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $2.91M in Q4 2023.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.