Callahan Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Callahan Advisors’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	$264K	Sell	714 -31	-4%	-$11.1K	0.02%	165
2026 Q1	$239K	Buy	745 +2	+0.3%	+$671	0.02%	167
2025 Q4	$249K	Sell	743 -22	-3%	-$7.32K	0.02%	160
2025 Q3	$251K	Sell	765 -48	-6%	-$15.2K	0.02%	152
2025 Q2	$247K	Buy	+813	New	+$229K	0.02%	154
2023 Q2	–	Sell	-1,585	Closed	-$323K	–	140
2023 Q1	$323K	Buy	+1,585	New	+$317K	0.04%	121
2021 Q2	–	Sell	-1,002	Closed	-$207K	–	149
2021 Q1	$207K	Buy	+1,002	New	+$203K	0.03%	138

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

Callahan Advisors's VTI Position: Q2 2026 in Review

Callahan Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, selling an estimated $11.1K and leaving 714 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #165.

Callahan Advisors first reported a position in VTI in Q1 2021 and has held it in 7 quarters since. The position peaked at $323K in Q1 2023. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Callahan Advisors held 714 shares of Vanguard Morningstar Total Stock Market ETF worth $264K as of Q2 2026.
Callahan Advisors sold 31 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Callahan Advisors's portfolio in Q2 2026, its #165 holding.
Callahan Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 7 quarters since.
Callahan Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $323K in Q1 2023.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.