Accredited Investors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.55M Buy
20,393
+523
+3% +$187K 0.33% 39
2026
Q1
$6.37M Buy
19,870
+69
+0.3% +$23.1K 0.34% 41
2025
Q4
$6.64M Sell
19,801
-1,761
-8% -$586K 0.35% 40
2025
Q3
$7.08M Sell
21,562
-8,875
-29% -$2.8M 0.39% 38
2025
Q2
$9.25M Buy
30,437
+3,420
+13% +$962K 0.55% 31
2025
Q1
$7.43M Sell
27,017
-574
-2% -$167K 0.46% 31
2024
Q4
$8M Buy
27,591
+782
+3% +$228K 0.47% 33
2024
Q3
$7.59M Buy
26,809
+1,071
+4% +$292K 0.43% 35
2024
Q2
$6.89M Buy
25,738
+75
+0.3% +$19.4K 0.43% 36
2024
Q1
$6.67M Buy
25,663
+363
+1% +$89.8K 0.43% 34
2023
Q4
$6M Sell
25,300
-1,044
-4% -$231K 0.43% 37
2023
Q3
$5.6M Sell
26,344
-1,382
-5% -$306K 0.42% 37
2023
Q2
$6.11M Buy
27,726
+5,662
+26% +$1.18M 0.44% 34
2023
Q1
$4.5M Buy
22,064
+1,119
+5% +$224K 0.34% 36
2022
Q4
$4M Sell
20,945
-113
-0.5% -$21.8K 0.34% 35
2022
Q3
$3.78M Sell
21,058
-679
-3% -$135K 0.44% 33
2022
Q2
$4.1M Sell
21,737
-98
-0.4% -$20.1K 0.49% 30
2022
Q1
$4.97M Buy
21,835
+2,125
+11% +$478K 0.45% 31
2021
Q4
$4.76M Sell
19,710
-78
-0.4% -$18.4K 0.42% 28
2021
Q3
$4.39M Buy
19,788
+2,904
+17% +$662K 0.47% 27
2021
Q2
$3.76M Sell
16,884
-312
-2% -$67.7K 0.38% 28
2021
Q1
$3.55M Buy
17,196
+383
+2% +$77.5K 0.48% 28
2020
Q4
$3.27M Buy
16,813
+298
+2% +$54.5K 0.55% 24
2020
Q3
$2.81M Sell
16,515
-607
-4% -$102K 0.59% 21
2020
Q2
$2.68M Sell
17,122
-251
-1% -$37K 0.55% 25
2020
Q1
$2.24M Sell
17,373
-268
-2% -$41.4K 0.53% 27
2019
Q4
$2.89M Buy
17,641
+511
+3% +$80.1K 0.49% 29
2019
Q3
$2.59M Buy
17,130
+517
+3% +$77.9K 0.5% 29
2019
Q2
$2.49M Buy
16,613
+636
+4% +$93.7K 0.49% 29
2019
Q1
$2.31M Buy
15,977
+268
+2% +$37.4K 0.47% 29
2018
Q4
$2M Buy
15,709
+10,839
+223% +$1.5M 0.45% 30
2018
Q3
$729K Sell
4,870
-559
-10% -$82.3K 0.18% 50
2018
Q2
$762K Buy
5,429
+708
+15% +$98.8K 0.2% 44
2018
Q1
$641K Sell
4,721
-300
-6% -$42.1K 0.18% 48
2017
Q4
$689K Buy
5,021
+11
+0.2% +$1.47K 0.19% 48
2017
Q3
$649K Sell
5,010
-5,918
-54% -$749K 0.18% 53
2017
Q2
$1.36M Buy
10,928
+6,508
+147% +$802K 0.35% 22
2017
Q1
$536K Sell
4,420
-142
-3% -$17K 0.13% 54
2016
Q4
$526K Buy
4,562
+2,557
+128% +$288K 0.14% 55
2016
Q3
$223K Buy
2,005
+9
+0.5% +$998 0.06% 87
2016
Q2
$214K Buy
1,996
+8
+0.4% +$848 0.06% 90
2016
Q1
$208K Buy
+1,988
New +$197K 0.05% 89
2014
Q3
Sell
-2,697
Closed -$275K 74
2014
Q2
$275K Buy
2,697
+6
+0.2% +$591 0.09% 54
2014
Q1
$263K Buy
+2,691
New +$258K 0.09% 54

Other funds holding VTI

Accredited Investors's VTI Position: Q2 2026 in Review

Accredited Investors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $187K and bringing the position to 20,393 shares worth $7.55M. The position accounts for 0.33% of the portfolio, ranked #39.

Accredited Investors first reported a position in VTI in Q1 2014 and has held it in 44 quarters since. The position peaked at $9.25M in Q2 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Accredited Investors held 20,393 shares of Vanguard Morningstar Total Stock Market ETF worth $7.55M as of Q2 2026.
  • Accredited Investors bought 523 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $187K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.33% of Accredited Investors's portfolio in Q2 2026, its #39 holding.
  • Accredited Investors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2014 and has held it in 44 quarters since.
  • Accredited Investors's Vanguard Morningstar Total Stock Market ETF position peaked at $9.25M in Q2 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.