1832 Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

1832 Asset Management’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	$691K	Hold	1,868	–	–	﹤0.01%	548
2026 Q1	$599K	Hold	1,868	–	–	﹤0.01%	574
2025 Q4	$626K	Buy	1,868 +365	+24%	+$121K	﹤0.01%	602
2025 Q3	$493K	Buy	1,503 +35	+2%	+$11.1K	﹤0.01%	612
2025 Q2	$446K	Hold	1,468	–	–	﹤0.01%	615
2025 Q1	$403K	Sell	1,468 -33	-2%	-$9.59K	﹤0.01%	623
2024 Q4	$435K	Hold	1,501	–	–	﹤0.01%	616
2024 Q3	$425K	Sell	1,501 -1,505	-50%	-$411K	﹤0.01%	636
2024 Q2	$804K	Buy	3,006 +1,538	+105%	+$398K	﹤0.01%	588
2024 Q1	$382K	Sell	1,468 -320	-18%	-$79.2K	﹤0.01%	619
2023 Q4	$424K	Buy	1,788 +320	+22%	+$70.7K	﹤0.01%	606
2023 Q3	$312K	Sell	1,468 -185	-11%	-$41K	﹤0.01%	627
2023 Q2	$364K	Buy	1,653 +185	+13%	+$38.6K	﹤0.01%	628
2023 Q1	$300K	Hold	1,468	–	–	﹤0.01%	647
2022 Q4	$281K	Buy	1,468 +409	+39%	+$78.8K	﹤0.01%	684
2022 Q3	$190K	Buy	+1,059	New	+$211K	﹤0.01%	675
2019 Q2	–	Sell	-1,050	Closed	-$148K	–	764
2019 Q1	$148K	Buy	+1,050	New	+$146K	﹤0.01%	479
2018 Q3	–	Sell	-445	Closed	-$64K	–	724
2018 Q2	$64K	Hold	445	–	–	﹤0.01%	503
2018 Q1	$60K	Sell	445 -2,735	-86%	-$383K	﹤0.01%	517
2017 Q4	$435K	Sell	3,180 -4,420	-58%	-$592K	﹤0.01%	471
2017 Q3	$983K	Buy	+7,600	New	+$962K	﹤0.01%	429

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1832 Asset Management's VTI Position: Q2 2026 in Review

1832 Asset Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,868 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

1832 Asset Management first reported a position in VTI in Q3 2017 and has held it in 21 quarters since. The position peaked at $983K in Q3 2017. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

1832 Asset Management held 1,868 shares of Vanguard Morningstar Total Stock Market ETF worth $691K as of Q2 2026.
1832 Asset Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q2 2026, its #548 holding.
1832 Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 21 quarters since.
1832 Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $983K in Q3 2017.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.