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Windsor Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Windsor Advisory Group’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 		$1.87M Buy
5,051
+3,093
+158% +$1.11M 1.36% 16
2026
Q1 		$628K Buy
1,958
+1
+0.1% +$336 0.52% 28
2025
Q4 		$656K Sell
1,957
-324
-14% -$108K 0.59% 27
2025
Q3 		$749K Sell
2,281
-151
-6% -$47.7K 0.66% 28
2025
Q2 		$739K Buy
2,432
+7
+0.3% +$1.97K 1.05% 18
2025
Q1 		$667K Sell
2,425
-2,017
-45% -$586K 0.86% 22
2024
Q4 		$1.29M Buy
4,442
+2,571
+137% +$750K 1.5% 12
2024
Q3 		$530K Buy
1,871
+21
+1% +$5.73K 0.6% 33
2024
Q2 		$495K Buy
1,850
+22
+1% +$5.69K 0.99% 21
2024
Q1 		$475K Buy
1,828
+25
+1% +$6.18K 1.34% 21
2023
Q4 		$428K Buy
1,803
+25
+1% +$5.53K 1.27% 24
2023
Q3 		$378K Hold
1,778
– – 0.9% 30
2023
Q2 		$392K Hold
1,778
– – 0.97% 27
2023
Q1 		$363K Sell
1,778
-102
-5% -$20.4K 0.87% 27
2022
Q4 		$359K Buy
+1,880
New +$362K 0.95% 28

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

Windsor Advisory Group's VTI Position: Q2 2026 in Review

Windsor Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 158% in Q2 2026, buying an estimated $1.11M and bringing the position to 5,051 shares worth $1.87M. The position accounts for 1.36% of the portfolio, ranked #16.

Windsor Advisory Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Windsor Advisory Group held 5,051 shares of Vanguard Morningstar Total Stock Market ETF worth $1.87M as of Q2 2026.
  • Windsor Advisory Group bought 3,093 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.36% of Windsor Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Windsor Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.