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

Woodmont 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 		$35.5M Buy
96,017
+1,462
+2% +$523K 1.94% 9
2026
Q1 		$30.3M Buy
94,555
+1,170
+1% +$393K 1.87% 10
2025
Q4 		$31.3M Buy
93,385
+1,622
+2% +$540K 1.96% 10
2025
Q3 		$30.1M Sell
91,763
-206
-0.2% -$65.1K 1.99% 10
2025
Q2 		$28M Buy
91,969
+2,914
+3% +$820K 1.84% 10
2025
Q1 		$24.5M Buy
89,055
+1,108
+1% +$322K 1.77% 10
2024
Q4 		$25.5M Buy
87,947
+51
+0.1% +$14.9K 1.88% 10
2024
Q3 		$24.9M Buy
87,896
+708
+0.8% +$193K 1.87% 9
2024
Q2 		$23.3M Buy
87,188
+1,702
+2% +$441K 1.91% 9
2024
Q1 		$22.2M Buy
85,486
+2,631
+3% +$651K 1.87% 8
2023
Q4 		$19.7M Buy
82,855
+3,947
+5% +$873K 1.84% 10
2023
Q3 		$16.8M Buy
78,908
+1,563
+2% +$346K 1.77% 9
2023
Q2 		$17M Sell
77,345
-1,072
-1% -$224K 1.77% 10
2023
Q1 		$16M Buy
78,417
+8,863
+13% +$1.77M 1.7% 9
2022
Q4 		$13.3M Buy
69,554
+859
+1% +$166K 1.51% 13
2022
Q3 		$12.3M Buy
68,695
+9,783
+17% +$1.95M 1.54% 12
2022
Q2 		$11.1M Buy
58,912
+32,392
+122% +$6.66M 1.37% 15
2022
Q1 		$6.04M Buy
26,520
+664
+3% +$149K 0.7% 38
2021
Q4 		$6.24M Buy
25,856
+4,416
+21% +$1.04M 0.8% 34
2021
Q3 		$4.76M Buy
21,440
+2,448
+13% +$558K 0.69% 40
2021
Q2 		$4.23M Buy
18,992
+1,113
+6% +$242K 0.66% 42
2021
Q1 		$3.69M Buy
17,879
+1,264
+8% +$256K 0.63% 45
2020
Q4 		$3.23M Buy
16,615
+155
+0.9% +$28.3K 0.6% 48
2020
Q3 		$2.8M Buy
16,460
+462
+3% +$77.7K 0.6% 49
2020
Q2 		$2.5M Buy
15,998
+1,005
+7% +$148K 0.6% 49
2020
Q1 		$1.93M Buy
14,993
+408
+3% +$63.1K 0.53% 51
2019
Q4 		$2.39M Buy
14,585
+743
+5% +$116K 0.54% 51
2019
Q3 		$2.09M Buy
13,842
+72
+0.5% +$10.9K 0.51% 54
2019
Q2 		$2.07M Buy
13,770
+2,710
+25% +$399K 0.51% 55
2019
Q1 		$1.6M Buy
11,060
+1,225
+12% +$171K 0.42% 65
2018
Q4 		$1.25M Buy
9,835
+6,995
+246% +$966K 0.35% 72
2018
Q3 		$425K Sell
2,840
-4,703
-62% -$692K 0.12% 125
2018
Q2 		$1.06M Buy
7,543
+5,280
+233% +$737K 0.29% 84
2018
Q1 		$307K Sell
2,263
-6,508
-74% -$913K 0.09% 146
2017
Q4 		$1.2M Sell
8,771
-25
-0.3% -$3.35K 0.31% 83
2017
Q3 		$1.14M Buy
8,796
+4,915
+127% +$622K 0.31% 84
2017
Q2 		$483K Sell
3,881
-137
-3% -$16.9K 0.14% 128
2017
Q1 		$463K Hold
4,018
– – 0.13% 134
2016
Q4 		$463K Hold
4,018
– – 0.13% 138
2016
Q3 		$447K Sell
4,018
-75
-2% -$8.32K 0.13% 138
2016
Q2 		$439K Sell
4,093
-200
-5% -$21.2K 0.13% 143
2016
Q1 		$450K Sell
4,293
-85
-2% -$8.43K 0.14% 133
2015
Q4 		$457K Hold
4,378
– – 0.13% 139
2015
Q3 		$432K Buy
4,378
+19
+0.4% +$2K 0.13% 141
2015
Q2 		$466K Sell
4,359
-350
-7% -$38.2K 0.14% 136
2015
Q1 		$505K Hold
4,709
– – 0.16% 126
2014
Q4 		$499K Buy
4,709
+150
+3% +$15.5K 0.15% 130
2014
Q3 		$462K Sell
4,559
-95
-2% -$9.71K 0.13% 154
2014
Q2 		$474K Sell
4,654
-3,575
-43% -$352K 0.13% 154
2014
Q1 		$802K Buy
8,229
+800
+11% +$76.6K 0.23% 121
2013
Q4 		$713K Sell
7,429
-175
-2% -$16.1K 0.21% 123
2013
Q3 		$666K Buy
7,604
+1,375
+22% +$120K 0.24% 110
2013
Q2 		$515K Buy
+6,229
New +$517K 0.17% 139

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Woodmont Investment Counsel increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, buying an estimated $523K and bringing the position to 96,017 shares worth $35.5M. The position accounts for 1.94% of the portfolio, ranked #9.

Woodmont Investment Counsel first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Woodmont Investment Counsel held 96,017 shares of Vanguard Morningstar Total Stock Market ETF worth $35.5M as of Q2 2026.
  • Woodmont Investment Counsel bought 1,462 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $523K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.94% of Woodmont Investment Counsel's portfolio in Q2 2026, its #9 holding.
  • Woodmont Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.