WEG
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World Equity Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

World Equity 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 		$1.05M Buy
2,847
+31
+1% +$11.1K 0.24% 93
2026
Q1 		$904K Sell
2,816
-282
-9% -$94.6K 0.23% 98
2025
Q4 		$1.04M Sell
3,098
-115
-4% -$38.3K 0.29% 81
2025
Q3 		$1.05M Buy
3,213
+374
+13% +$118K 0.24% 93
2025
Q2 		$863K Sell
2,839
-503
-15% -$141K 0.24% 91
2025
Q1 		$919K Sell
3,342
-1,944
-37% -$565K 0.26% 86
2024
Q4 		$1.53M Buy
5,286
+2,614
+98% +$763K 0.33% 65
2024
Q3 		$757K Buy
2,672
+175
+7% +$47.7K 0.27% 84
2024
Q2 		$668K Sell
2,497
-2,295
-48% -$594K 0.2% 135
2024
Q1 		$1.25M Sell
4,792
-2,196
-31% -$543K 0.26% 101
2023
Q4 		$1.66M Buy
6,988
+164
+2% +$36.3K 0.33% 73
2023
Q3 		$1.43M Buy
6,824
+2,949
+76% +$653K 0.3% 84
2023
Q2 		$854K Sell
3,875
-1,696
-30% -$354K 0.25% 105
2023
Q1 		$225K Buy
5,571
+690
+14% +$138K 0.03% 441
2022
Q4 		$933K Sell
4,881
-28
-0.6% -$5.4K 0.22% 117
2022
Q3 		$881K Sell
4,909
-85
-2% -$16.9K 0.22% 113
2022
Q2 		$942K Buy
4,994
+470
+10% +$96.6K 0.24% 115
2022
Q1 		$1.03M Buy
+4,524
New +$1.02M 0.22% 128

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

World Equity Group's VTI Position: Q2 2026 in Review

World Equity Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,847 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #93.

World Equity Group first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.66M in Q4 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • World Equity Group held 2,847 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q2 2026.
  • World Equity Group bought 31 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.24% of World Equity Group's portfolio in Q2 2026, its #93 holding.
  • World Equity Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.66M in Q4 2023.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.