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Broadleaf Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Broadleaf Partners’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 		$611K Sell
1,651
-441
-21% -$158K 0.12% 51
2026
Q1 		$671K Buy
2,092
+85
+4% +$28.5K 0.16% 51
2025
Q4 		$673K Buy
2,007
+180
+10% +$59.9K 0.14% 51
2025
Q3 		$600K Buy
1,827
+30
+2% +$9.48K 0.13% 51
2025
Q2 		$546K Sell
1,797
-322
-15% -$90.6K 0.12% 54
2025
Q1 		$582K Sell
2,119
-372
-15% -$108K 0.15% 53
2024
Q4 		$722K Sell
2,491
-607
-20% -$177K 0.17% 48
2024
Q3 		$877K Buy
3,098
+447
+17% +$122K 0.21% 47
2024
Q2 		$709K Buy
2,651
+382
+17% +$98.9K 0.17% 47
2024
Q1 		$590K Buy
2,269
+263
+13% +$65.1K 0.15% 54
2023
Q4 		$476K Buy
2,006
+642
+47% +$142K 0.14% 57
2023
Q3 		$290K Buy
1,364
+84
+7% +$18.6K 0.1% 60
2023
Q2 		$282K Hold
1,280
– – 0.09% 64
2023
Q1 		$261K Buy
1,280
+50
+4% +$10K 0.09% 66
2022
Q4 		$235K Buy
+1,230
New +$237K 0.09% 68

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Broadleaf Partners's VTI Position: Q2 2026 in Review

Broadleaf Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, selling an estimated $158K and leaving 1,651 shares worth $611K. The position accounts for 0.12% of the portfolio, ranked #51.

Broadleaf Partners first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $877K in Q3 2024. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Broadleaf Partners held 1,651 shares of Vanguard Morningstar Total Stock Market ETF worth $611K as of Q2 2026.
  • Broadleaf Partners sold 441 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $158K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Broadleaf Partners's portfolio in Q2 2026, its #51 holding.
  • Broadleaf Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Broadleaf Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $877K in Q3 2024.
  • 3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.