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WPG Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WPG Advisers’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 		$31.8K Hold
86
– – 0.02% 425
2026
Q1 		$27.6K Buy
86
+1
+1% +$336 0.02% 407
2025
Q4 		$28.5K Buy
85
+10
+13% +$3.33K 0.02% 422
2025
Q3 		$24.6K Buy
75
+5
+7% +$1.58K 0.02% 457
2025
Q2 		$21.3K Hold
70
– – 0.02% 477
2025
Q1 		$19.2K Hold
70
– – 0.02% 481
2024
Q4 		$20.3K Buy
+70
New +$20.4K 0.02% 462

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

WPG Advisers's VTI Position: Q2 2026 in Review

WPG Advisers held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 86 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #425.

WPG Advisers first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WPG Advisers held 86 shares of Vanguard Morningstar Total Stock Market ETF worth $31.8K as of Q2 2026.
  • WPG Advisers left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #425 holding.
  • WPG Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.