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Woodard & Company Asset Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Woodard & Company Asset Management 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 		$1.69M Buy
4,566
+60
+1% +$21.5K 0.24% 61
2026
Q1 		$1.45M Sell
4,506
-45
-1% -$15.1K 0.23% 61
2025
Q4 		$1.53M Sell
4,551
-1,508
-25% -$502K 0.24% 54
2025
Q3 		$1.99M Sell
6,059
-53
-0.9% -$16.7K 0.32% 45
2025
Q2 		$1.86M Buy
6,112
+858
+16% +$241K 0.34% 45
2025
Q1 		$1.44M Buy
5,254
+173
+3% +$50.3K 0.3% 48
2024
Q4 		$1.47M Buy
5,081
+434
+9% +$127K 0.32% 45
2024
Q3 		$1.32M Buy
4,647
+74
+2% +$20.2K 0.3% 48
2024
Q2 		$1.22M Sell
4,573
-15
-0.3% -$3.88K 0.3% 45
2024
Q1 		$1.19M Sell
4,588
-1,388
-23% -$343K 0.32% 45
2023
Q4 		$1.42M Buy
5,976
+1,496
+33% +$331K 0.41% 36
2023
Q3 		$952K Buy
4,480
+572
+15% +$127K 0.32% 42
2023
Q2 		$861K Buy
3,908
+339
+9% +$70.7K 0.29% 47
2023
Q1 		$728K Sell
3,569
-2,321
-39% -$465K 0.25% 49
2022
Q4 		$1.13M Sell
5,890
-59
-1% -$11.4K 0.4% 39
2022
Q3 		$1.07M Buy
5,949
+1,084
+22% +$216K 0.49% 34
2022
Q2 		$918K Sell
4,865
-1,714
-26% -$352K 0.38% 37
2022
Q1 		$1.5M Buy
6,579
+1,583
+32% +$356K 0.63% 30
2021
Q4 		$1.21M Sell
4,996
-79
-2% -$18.6K 0.57% 27
2021
Q3 		$1.13M Buy
5,075
+193
+4% +$44K 0.7% 23
2021
Q2 		$1.09M Sell
4,882
-30
-0.6% -$6.51K 0.65% 27
2021
Q1 		$1.01M Sell
4,912
-136
-3% -$27.5K 0.65% 30
2020
Q4 		$982K Buy
5,048
+4,394
+672% +$803K 0.6% 28
2020
Q3 		$111K Hold
654
– – 0.07% 66
2020
Q2 		$102K Sell
654
-696
-52% -$103K 0.07% 69
2020
Q1 		$174K Buy
1,350
+520
+63% +$80.4K 0.13% 58
2019
Q4 		$136K Buy
+830
New +$130K 0.08% 63
2019
Q3 		– Sell
-1,600
Closed -$240K – 64
2019
Q2 		$240K Buy
+1,600
New +$236K 1.85% 21
2018
Q4 		– Sell
-447
Closed -$65K – 225
2018
Q3 		$65K Buy
447
+18
+4% +$2.65K 0.06% 82
2018
Q2 		$60.2K Sell
429
-240
-36% -$33.5K 0.06% 81
2018
Q1 		$92K Buy
669
+125
+23% +$17.5K 0.09% 65
2017
Q4 		$75K Buy
+544
New +$72.8K 0.07% 81

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

Woodard & Company Asset Management Group's VTI Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 4,566 shares worth $1.69M. The position accounts for 0.24% of the portfolio, ranked #61.

Woodard & Company Asset Management Group first reported a position in VTI in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.99M in Q3 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Woodard & Company Asset Management Group held 4,566 shares of Vanguard Morningstar Total Stock Market ETF worth $1.69M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 60 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.24% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #61 holding.
  • Woodard & Company Asset Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 32 quarters since.
  • Woodard & Company Asset Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.99M in Q3 2025.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.