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World Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

World Investment Advisors’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 		$32.6M Sell
97,232
-2,983
-3% -$1.07M 0.54% 33
2026
Q1 		$32.1M Buy
100,215
+969
+1% +$325K 0.52% 35
2025
Q4 		$33.3M Buy
99,246
+32,601
+49% +$10.8M 0.54% 34
2025
Q3 		$21.9M Sell
66,645
-501
-0.7% -$158K 0.45% 42
2025
Q2 		$20.4M Sell
67,146
-781
-1% -$220K 0.46% 38
2025
Q1 		$18.7M Buy
67,927
+16,302
+32% +$4.74M 0.48% 41
2024
Q4 		$15M Buy
51,625
+1,528
+3% +$446K 0.41% 46
2024
Q3 		$14.2M Buy
50,097
+37,988
+314% +$10.4M 0.44% 50
2024
Q2 		$3.24M Buy
12,109
+8,953
+284% +$2.32M 0.2% 103
2024
Q1 		$820K Sell
3,156
-4,725
-60% -$1.17M 0.12% 157
2023
Q4 		$1.87M Buy
7,881
+1,014
+15% +$224K 0.24% 89
2023
Q3 		$1.46M Buy
6,867
+782
+13% +$173K 0.29% 70
2023
Q2 		$1.34M Buy
6,085
+2,102
+53% +$438K 0.26% 70
2023
Q1 		$813K Buy
3,983
+41
+1% +$8.21K 0.17% 97
2022
Q4 		$754K Sell
3,942
-581
-13% -$112K 0.17% 93
2022
Q3 		$812K Buy
4,523
+3
+0.1% +$598 0.19% 93
2022
Q2 		$940K Sell
4,520
-170
-4% -$34.9K 0.2% 83
2022
Q1 		$1.07M Sell
4,690
-42
-0.9% -$9.45K 0.22% 81
2021
Q4 		$1.08M Buy
4,732
+3
+0.1% +$708 0.23% 82
2021
Q3 		$1.05M Sell
4,729
-362
-7% -$82.5K 0.24% 72
2021
Q2 		$1.13M Sell
5,091
-4
-0.1% -$868 0.26% 69
2021
Q1 		$1.08M Buy
5,095
+60
+1% +$12.1K 0.26% 68
2020
Q4 		$1.04M Sell
5,035
-207
-4% -$37.8K 0.26% 69
2020
Q3 		$893K Buy
5,242
+553
+12% +$93K 0.31% 55
2020
Q2 		$803K Buy
4,689
+391
+9% +$57.7K 0.28% 57
2020
Q1 		$554K Sell
4,298
-49
-1% -$7.58K 0.26% 62
2019
Q4 		$711K Buy
4,347
+36
+0.8% +$5.64K 0.28% 53
2019
Q3 		$651K Buy
4,311
+199
+5% +$30K 0.28% 52
2019
Q2 		$615K Buy
4,112
+957
+30% +$141K 0.27% 55
2019
Q1 		$457K Sell
3,155
-30
-0.9% -$4.19K 0.21% 63
2018
Q4 		$449K Buy
+3,185
New +$440K 0.2% 76

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 Investment Advisors's VTI Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $1.07M and leaving 97,232 shares worth $32.6M. The position accounts for 0.54% of the portfolio, ranked #33.

World Investment Advisors first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $33.3M in Q4 2025. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • World Investment Advisors held 97,232 shares of Vanguard Morningstar Total Stock Market ETF worth $32.6M as of Q2 2026.
  • World Investment Advisors sold 2,983 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.54% of World Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $33.3M in Q4 2025.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.