Atala Financial’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
$10.7M Buy
28,925
+2,094
+8% +$749K 6.51% 2
2026
Q1
$8.66M Buy
26,831
+1,777
+7% +$596K 5.81% 2
2025
Q4
$8.4M Buy
25,054
+487
+2% +$162K 5.36% 2
2025
Q3
$8.06M Buy
24,567
+1,972
+9% +$623K 5.05% 1
2025
Q2
$6.87M Buy
22,595
+1,446
+7% +$407K 4.74% 1
2025
Q1
$5.82M Buy
21,149
+1,355
+7% +$394K 4.24% 1
2024
Q4
$5.74M Buy
+19,794
New +$5.78M 4.03% 1

Other funds holding VTI

Atala Financial's VTI Position: Q2 2026 in Review

Atala Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.8% in Q2 2026, buying an estimated $749K and bringing the position to 28,925 shares worth $10.7M. The position accounts for 6.51% of the portfolio, ranked #2.

Atala Financial first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Atala Financial held 28,925 shares of Vanguard Morningstar Total Stock Market ETF worth $10.7M as of Q2 2026.
  • Atala Financial bought 2,094 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $749K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.51% of Atala Financial's portfolio in Q2 2026, its #2 holding.
  • Atala Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.