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Wilmington Savings Fund Society’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wilmington Savings Fund Society’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 		$84.4M Sell
228,134
-3,728
-2% -$1.33M 1.88% 9
2026
Q1 		$74.4M Sell
231,862
-6,022
-3% -$2.02M 1.77% 8
2025
Q4 		$79.8M Sell
237,884
-3,970
-2% -$1.32M 1.87% 9
2025
Q3 		$79.4M Sell
241,854
-159,696
-40% -$50.4M 1.91% 8
2025
Q2 		$122M Sell
401,550
-32,364
-7% -$9.1M 2.17% 6
2025
Q1 		$119M Buy
433,914
+2,951
+0.7% +$857K 2.23% 6
2024
Q4 		$125M Sell
430,963
-153,803
-26% -$44.9M 2.25% 6
2024
Q3 		$166M Buy
584,766
+370,787
+173% +$101M 2.97% 6
2024
Q2 		$57.2M Sell
213,979
-3,589
-2% -$929K 2.2% 6
2024
Q1 		$56.5M Buy
+217,568
New +$53.8M 2.17% 5
2023
Q3 		$49.2M Sell
231,432
-7,556
-3% -$1.67M 2.16% 5
2023
Q2 		$52.6M Sell
238,988
-7,775
-3% -$1.62M 2.19% 5
2023
Q1 		$50.4M Sell
246,763
-8,768
-3% -$1.76M 2.23% 7
2022
Q4 		$48.9M Sell
255,531
-20,852
-8% -$4.02M 2.22% 7
2022
Q3 		$49.6M Sell
276,383
-6,906
-2% -$1.38M 2.42% 7
2022
Q2 		$53.4M Sell
283,289
-25,380
-8% -$5.21M 2.46% 7
2022
Q1 		$70.3M Sell
308,669
-22,678
-7% -$5.1M 2.74% 5
2021
Q4 		$80M Sell
331,347
-8,867
-3% -$2.09M 2.88% 5
2021
Q3 		$75.5M Sell
340,214
-15,757
-4% -$3.59M 2.92% 5
2021
Q2 		$79.3M Sell
355,971
-20,136
-5% -$4.37M 3.03% 5
2021
Q1 		$77.7M Sell
376,107
-12,110
-3% -$2.45M 3.1% 5
2020
Q4 		$75.6M Sell
388,217
-23,363
-6% -$4.27M 3.18% 4
2020
Q3 		$70.1M Sell
411,580
-67,114
-14% -$11.3M 3.25% 4
2020
Q2 		$74.9M Buy
478,694
+475,497
+14,873% +$70.1M 3.68% 3
2020
Q1 		$412K Sell
3,197
-190
-6% -$29.4K 0.02% 264
2019
Q4 		$555K Buy
3,387
+672
+25% +$105K 0.03% 244
2019
Q3 		$410K Hold
2,715
– – 0.02% 262
2019
Q2 		$407K Sell
2,715
-35
-1% -$5.16K 0.02% 274
2019
Q1 		$398K Hold
2,750
– – 0.02% 279
2018
Q4 		$351K Hold
2,750
– – 0.02% 280
2018
Q3 		$412K Hold
2,750
– – 0.02% 275
2018
Q2 		$386K Buy
2,750
+100
+4% +$14K 0.02% 275
2018
Q1 		$360K Hold
2,650
– – 0.02% 271
2017
Q4 		$364K Buy
2,650
+947
+56% +$127K 0.02% 270
2017
Q3 		$221K Hold
1,703
– – 0.01% 316
2017
Q2 		$212K Sell
1,703
-2
-0.1% -$246 0.01% 319
2017
Q1 		$207K Sell
1,705
-85
-5% -$10.2K 0.01% 315
2016
Q4 		$206K Buy
+1,790
New +$201K 0.01% 310
2015
Q4 		– Sell
-2,611
Closed -$258K – 362
2015
Q3 		$258K Buy
+2,611
New +$274K 0.02% 297

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

Wilmington Savings Fund Society's VTI Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $1.33M and leaving 228,134 shares worth $84.4M. The position accounts for 1.88% of the portfolio, ranked #9.

Wilmington Savings Fund Society first reported a position in VTI in Q3 2015 and has held it in 39 quarters since. The position peaked at $166M in Q3 2024. 1,896 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wilmington Savings Fund Society held 228,134 shares of Vanguard Morningstar Total Stock Market ETF worth $84.4M as of Q2 2026.
  • Wilmington Savings Fund Society sold 3,728 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.33M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.88% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #9 holding.
  • Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 39 quarters since.
  • Wilmington Savings Fund Society's Vanguard Morningstar Total Stock Market ETF position peaked at $166M in Q3 2024.
  • 1,896 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.