Security record · archived quarter
VTI
Vanguard Morningstar Total Stock Market ETF · Financial Services · Asset Management - Global
2Tracked holders
0Δ holders
832.14KShares held
$301.73MReported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 832.14K | $301.73M | n/a | −1 |
| Q2 2026 | 94 | +2 | 205.90M | $75.93B | +5 | −4 |
| Q1 2026 | 94 | -5 | 250.94M | $80.80B | +1 | −6 |
| Q4 2025 | 98 | 0 | 269.07M | $89.80B | n/a | n/a |
| Q3 2025 | 15 | 0 | 90.23M | $29.61B | n/a | n/a |
| Q2 2025 | 12 | +1 | 61.85M | $18.80B | +2 | −1 |
| Q1 2025 | 8 | -2 | 1.49M | $408.92M | n/a | −2 |
| Q4 2024 | 10 | +1 | 1.35M | $392.35M | +1 | n/a |
| Q3 2024 | 9 | +2 | 797.50K | $225.82M | +2 | n/a |
| Q2 2024 | 7 | n/a | 1.21M | $322.45M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 771.71K | +6.1% | $279.07M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 60.43K | +3.9% | $22.67M | 0.1% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Assetmark, Inc | $481.78M | was 0.8% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,522 holders, 722.65M shares, $166.22B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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