1834 Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

1834 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	$321K	Hold	867	–	–	0.04%	198
2026 Q1	$278K	Hold	867	–	–	0.03%	194
2025 Q4	$291K	Sell	867 -648	-43%	-$216K	0.04%	191
2025 Q3	$497K	Buy	1,515 +2	+0.1%	+$632	0.06%	162
2025 Q2	$460K	Hold	1,513	–	–	0.06%	167
2025 Q1	$416K	Hold	1,513	–	–	0.05%	169
2024 Q4	$438K	Sell	1,513 -3,548	-70%	-$1.04M	0.06%	165
2024 Q3	$1.43M	Buy	5,061 +3,187	+170%	+$869K	0.17%	98
2024 Q2	$501K	Sell	1,874 -24	-1%	-$6.21K	0.06%	166
2024 Q1	$493K	Buy	1,898 +34	+2%	+$8.41K	0.06%	167
2023 Q4	$442K	Hold	1,864	–	–	0.05%	177
2023 Q3	$396K	Sell	1,864 -22	-1%	-$4.87K	0.05%	179
2023 Q2	$415K	Buy	1,886 +106	+6%	+$22.1K	0.05%	184
2023 Q1	$363K	Hold	1,780	–	–	0.04%	192
2022 Q4	$340K	Buy	1,780 +48	+3%	+$9.25K	0.05%	150
2022 Q3	$311K	Sell	1,732 -31	-2%	-$6.18K	0.05%	157
2022 Q2	$333K	Sell	1,763 -32	-2%	-$6.58K	0.05%	151
2022 Q1	$409K	Sell	1,795 -189	-10%	-$42.5K	0.05%	144
2021 Q4	$479K	Hold	1,984	–	–	0.05%	135
2021 Q3	$441K	Hold	1,984	–	–	0.05%	136
2021 Q2	$442K	Hold	1,984	–	–	0.05%	138
2021 Q1	$410K	Sell	1,984 -450	-18%	-$91.1K	0.05%	138
2020 Q4	$474K	Sell	2,434 -4,252	-64%	-$777K	0.06%	130
2020 Q3	$1.14M	Sell	6,686 -36	-0.5%	-$6.05K	0.17%	78
2020 Q2	$1.05M	Sell	6,722 -20	-0.3%	-$2.95K	0.17%	82
2020 Q1	$869K	Hold	6,742	–	–	0.17%	87
2019 Q4	$1.1M	Sell	6,742 -179	-3%	-$28K	0.17%	88
2019 Q3	$1.04M	Sell	6,921 -671	-9%	-$101K	0.15%	96
2019 Q2	$1.14M	Buy	7,592 +3	+0%	+$442	0.17%	87
2019 Q1	$1.1M	Buy	7,589 +3	+0%	+$419	0.17%	91
2018 Q4	$969K	Buy	7,586 +375	+5%	+$51.8K	0.16%	94
2018 Q3	$1.08M	Buy	7,211 +714	+11%	+$105K	0.16%	94
2018 Q2	$912K	Sell	6,497 -95	-1%	-$13.3K	0.14%	99
2018 Q1	$895K	Sell	6,592 -8,863	-57%	-$1.24M	0.15%	97
2017 Q4	$2.12M	Buy	15,455 +1,378	+10%	+$184K	0.33%	75
2017 Q3	$1.82M	Buy	14,077 +59	+0.4%	+$7.47K	0.34%	72
2017 Q2	$1.75M	Sell	14,018 -1,590	-10%	-$196K	0.33%	75
2017 Q1	$1.89M	Buy	15,608 +2	+0%	+$240	0.36%	69
2016 Q4	$1.8M	Buy	15,606 +641	+4%	+$72.1K	0.36%	67
2016 Q3	$1.67M	Hold	14,965	–	–	0.36%	68
2016 Q2	$1.6M	Sell	14,965 -500	-3%	-$53K	0.35%	72
2016 Q1	$1.62M	Hold	15,465	–	–	0.37%	65
2015 Q4	$1.61M	Sell	15,465 -200	-1%	-$21.1K	0.38%	69
2015 Q3	$1.55M	Buy	15,665 +1,077	+7%	+$113K	0.38%	71
2015 Q2	$1.56M	Sell	14,588 -305	-2%	-$33.3K	0.43%	58
2015 Q1	$1.6M	Hold	14,893	–	–	0.43%	61
2014 Q4	$1.58M	Hold	14,893	–	–	0.44%	63
2014 Q3	$1.51M	Hold	14,893	–	–	0.42%	66
2014 Q2	$1.52M	Buy	+14,893	New	+$1.47M	0.41%	67

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

1834 Investment Advisors's VTI Position: Q2 2026 in Review

1834 Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 867 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #198.

1834 Investment Advisors first reported a position in VTI in Q2 2014 and has held it in 49 quarters since. The position peaked at $2.12M in Q4 2017. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

1834 Investment Advisors held 867 shares of Vanguard Morningstar Total Stock Market ETF worth $321K as of Q2 2026.
1834 Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of 1834 Investment Advisors's portfolio in Q2 2026, its #198 holding.
1834 Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and has held it in 49 quarters since.
1834 Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.12M in Q4 2017.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.