Aull & Monroe Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Aull & Monroe Investment 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	$502K	Buy	1,357 +12	+0.9%	+$4.29K	0.21%	84
2026 Q1	$431K	Hold	1,345	–	–	0.2%	86
2025 Q4	$451K	Sell	1,345 -10	-0.7%	-$3.33K	0.23%	80
2025 Q3	$445K	Hold	1,355	–	–	0.23%	83
2025 Q2	$412K	Sell	1,355 -200	-13%	-$56.3K	0.22%	83
2025 Q1	$427K	Sell	1,555 -40	-3%	-$11.6K	0.21%	85
2024 Q4	$462K	Sell	1,595 -73	-4%	-$21.3K	0.24%	81
2024 Q3	$472K	Sell	1,668 -25	-1%	-$6.82K	0.22%	85
2024 Q2	$453K	Hold	1,693	–	–	0.22%	89
2024 Q1	$440K	Hold	1,693	–	–	0.2%	92
2023 Q4	$402K	Buy	1,693 +200	+13%	+$44.2K	0.2%	92
2023 Q3	$317K	Sell	1,493 -200	-12%	-$44.3K	0.17%	97
2023 Q2	$373K	Buy	1,693 +400	+31%	+$83.4K	0.19%	96
2023 Q1	$264K	Hold	1,293	–	–	0.13%	114
2022 Q4	$247K	Hold	1,293	–	–	0.12%	114
2022 Q3	$232K	Hold	1,293	–	–	0.13%	119
2022 Q2	$244K	Hold	1,293	–	–	0.12%	118
2022 Q1	$295K	Hold	1,293	–	–	0.13%	116
2021 Q4	$312K	Hold	1,293	–	–	0.14%	115
2021 Q3	$287K	Sell	1,293 -142	-10%	-$32.4K	0.14%	115
2021 Q2	$320K	Hold	1,435	–	–	0.15%	110
2021 Q1	$296K	Hold	1,435	–	–	0.14%	110
2020 Q4	$279K	Sell	1,435 -100	-7%	-$18.3K	0.15%	108
2020 Q3	$261K	Hold	1,535	–	–	0.15%	111
2020 Q2	$240K	Buy	+1,535	New	+$226K	0.15%	114
2020 Q1	–	Sell	-1,535	Closed	-$251K	–	123
2019 Q4	$251K	Hold	1,535	–	–	0.13%	116
2019 Q3	$232K	Hold	1,535	–	–	0.12%	119
2019 Q2	$231K	Hold	1,535	–	–	0.12%	119
2019 Q1	$222K	Buy	+1,535	New	+$214K	0.12%	122
2018 Q4	–	Sell	-1,635	Closed	-$244K	–	128
2018 Q3	$244K	Hold	1,635	–	–	0.12%	121
2018 Q2	$229K	Sell	1,635 -65	-4%	-$9.07K	0.12%	122
2018 Q1	$231K	Sell	1,700 -45	-3%	-$6.31K	0.12%	122
2017 Q4	$239K	Sell	1,745 -280	-14%	-$37.5K	0.12%	121
2017 Q3	$262K	Hold	2,025	–	–	0.13%	116
2017 Q2	$252K	Hold	2,025	–	–	0.13%	118
2017 Q1	$246K	Sell	2,025 -60	-3%	-$7.19K	0.13%	122
2016 Q4	$240K	Sell	2,085 -1,185	-36%	-$133K	0.13%	113
2016 Q3	$364K	Hold	3,270	–	–	0.21%	92
2016 Q2	$350K	Hold	3,270	–	–	0.2%	91
2016 Q1	$343K	Sell	3,270 -800	-20%	-$79.3K	0.21%	93
2015 Q4	$425K	Hold	4,070	–	–	0.26%	84
2015 Q3	$402K	Sell	4,070 -35	-0.9%	-$3.67K	0.26%	86
2015 Q2	$445K	Sell	4,105 -185	-4%	-$20.2K	0.26%	85
2015 Q1	$460K	Hold	4,290	–	–	0.26%	87
2014 Q4	$455K	Hold	4,290	–	–	0.25%	87
2014 Q3	$435K	Hold	4,290	–	–	0.23%	89
2014 Q2	$437K	Sell	4,290 -200	-4%	-$19.7K	0.23%	89
2014 Q1	$438K	Hold	4,490	–	–	0.25%	85
2013 Q4	$431K	Sell	4,490 -450	-9%	-$41.4K	0.25%	86
2013 Q3	$433K	Buy	4,940 +100	+2%	+$8.69K	0.28%	83
2013 Q2	$400K	Buy	+4,840	New	+$402K	0.27%	81

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Aull & Monroe Investment Management's VTI Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.89% in Q2 2026, buying an estimated $4.29K and bringing the position to 1,357 shares worth $502K. The position accounts for 0.21% of the portfolio, ranked #84.

Aull & Monroe Investment Management first reported a position in VTI in Q2 2013 and has held it in 51 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Aull & Monroe Investment Management held 1,357 shares of Vanguard Total Stock Market ETF worth $502K as of Q2 2026.
Aull & Monroe Investment Management bought 12 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
Vanguard Total Stock Market ETF made up 0.21% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #84 holding.
Aull & Monroe Investment Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 51 quarters since.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.