Caitlin John’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Caitlin John’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	$3.44M	Buy	9,292 +1,316	+16%	+$471K	1.88%	2
2026 Q1	$2.56M	Sell	7,976 -1,832	-19%	-$615K	1.53%	11
2025 Q4	$3.29M	Sell	9,808 -22	-0.2%	-$7.32K	2.15%	9
2025 Q3	$3.23M	Buy	9,830 +653	+7%	+$206K	2.24%	5
2025 Q2	$2.79M	Buy	9,177 +3,839	+72%	+$1.08M	2.54%	5
2025 Q1	$1.47M	Buy	5,338 +1,345	+34%	+$391K	1.44%	13
2024 Q4	$1.16M	Buy	3,993 +16	+0.4%	+$4.67K	0.76%	47
2024 Q3	$1.18M	Buy	3,977 +279	+8%	+$76.1K	0.74%	48
2024 Q2	$989K	Buy	3,698 +353	+11%	+$91.4K	0.71%	48
2024 Q1	$869K	Buy	3,345 +205	+7%	+$50.7K	0.65%	48
2023 Q4	$745K	Buy	+3,140	New	+$694K	0.61%	45

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caitlin John's VTI Position: Q2 2026 in Review

Caitlin John increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, buying an estimated $471K and bringing the position to 9,292 shares worth $3.44M. The position accounts for 1.88% of the portfolio, ranked #2.

Caitlin John first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Caitlin John held 9,292 shares of Vanguard Morningstar Total Stock Market ETF worth $3.44M as of Q2 2026.
Caitlin John bought 1,316 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $471K.
Vanguard Morningstar Total Stock Market ETF made up 1.88% of Caitlin John's portfolio in Q2 2026, its #2 holding.
Caitlin John first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.