XF
VTI icon

XML Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

XML Financial’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 		$4.72M Buy
12,754
+2,425
+23% +$867K 0.34% 76
2026
Q1 		$3.31M Buy
10,329
+3,045
+42% +$1.02M 0.27% 84
2025
Q4 		$2.44M Buy
7,284
+1,433
+24% +$477K 0.2% 104
2025
Q3 		$1.92M Buy
5,851
+599
+11% +$189K 0.16% 125
2025
Q2 		$1.6M Sell
5,252
-579
-10% -$163K 0.14% 138
2025
Q1 		$1.6M Buy
5,831
+155
+3% +$45K 0.15% 128
2024
Q4 		$1.64M Sell
5,676
-81
-1% -$23.6K 0.15% 127
2024
Q3 		$1.63M Sell
5,757
-7,846
-58% -$2.14M 0.15% 134
2024
Q2 		$3.64M Buy
13,603
+1,472
+12% +$381K 0.37% 77
2024
Q1 		$3.15M Buy
12,131
+1,594
+15% +$394K 0.32% 82
2023
Q4 		$2.5M Buy
10,537
+3,026
+40% +$669K 0.26% 99
2023
Q3 		$1.6M Buy
7,511
+199
+3% +$44K 0.19% 119
2023
Q2 		$1.61M Buy
7,312
+516
+8% +$108K 0.19% 122
2023
Q1 		$1.39M Buy
6,796
+87
+1% +$17.4K 0.17% 124
2022
Q4 		$1.28M Buy
6,709
+360
+6% +$69.4K 0.16% 131
2022
Q3 		$1.14M Buy
6,349
+390
+7% +$77.7K 0.16% 131
2022
Q2 		$1.12M Buy
5,959
+1,495
+33% +$307K 0.25% 79
2022
Q1 		$1.02M Buy
4,464
+727
+19% +$163K 0.12% 155
2021
Q4 		$902K Buy
3,737
+688
+23% +$162K 0.11% 160
2021
Q3 		$677K Buy
3,049
+449
+17% +$102K 0.09% 175
2021
Q2 		$579K Buy
2,600
+155
+6% +$33.6K 0.13% 129
2021
Q1 		$505K Sell
2,445
-433
-15% -$87.6K 0.12% 133
2020
Q4 		$560K Sell
2,878
-57
-2% -$10.4K 0.15% 116
2020
Q3 		$500K Sell
2,935
-590
-17% -$99.2K 0.16% 109
2020
Q2 		$552K Sell
3,525
-170
-5% -$25.1K 0.19% 96
2020
Q1 		$476K Sell
3,695
-13
-0.4% -$2.01K 0.21% 96
2019
Q4 		$607K Buy
+3,708
New +$581K 0.22% 86

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

XML Financial's VTI Position: Q2 2026 in Review

XML Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, buying an estimated $867K and bringing the position to 12,754 shares worth $4.72M. The position accounts for 0.34% of the portfolio, ranked #76.

XML Financial first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • XML Financial held 12,754 shares of Vanguard Morningstar Total Stock Market ETF worth $4.72M as of Q2 2026.
  • XML Financial bought 2,425 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $867K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.34% of XML Financial's portfolio in Q2 2026, its #76 holding.
  • XML Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.