Calton & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Calton & Associates’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	–	Sell	-773	Closed	-$248K	–	499
2026 Q1	$248K	Buy	+773	New	+$259K	0.04%	362
2023 Q2	–	Sell	-3,075	Closed	-$628K	–	242
2023 Q1	$628K	Sell	3,075 -1,089	-26%	-$218K	0.29%	86
2022 Q4	$796K	Buy	4,164 +1,351	+48%	+$260K	0.31%	76
2022 Q3	$504K	Buy	2,813 +175	+7%	+$34.9K	0.29%	84
2022 Q2	$497K	Sell	2,638 -2,954	-53%	-$607K	0.28%	95
2022 Q1	$1.27M	Buy	5,592 +4,184	+297%	+$941K	0.38%	68
2021 Q4	$340K	Sell	1,408 -8,416	-86%	-$1.99M	0.09%	235
2021 Q3	$2.18M	Sell	9,824 -2,225	-18%	-$507K	0.48%	52
2021 Q2	$2.69M	Buy	12,049 +8,872	+279%	+$1.93M	0.51%	42
2021 Q1	$657K	Buy	3,177 +34	+1%	+$6.88K	0.13%	146
2020 Q4	$612K	Sell	3,143 -167	-5%	-$30.5K	0.11%	155
2020 Q3	$564K	Buy	+3,310	New	+$557K	0.12%	140
2018 Q1	–	Sell	-810	Closed	-$117K	–	1254
2017 Q4	$117K	Buy	+810	New	+$108K	0.03%	450

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

Calton & Associates's VTI Position: Q2 2026 in Review

Calton & Associates sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 773 shares — an estimated $248K sold.

Calton & Associates first reported a position in VTI in Q4 2017 and held it in 13 quarters. The position peaked at $2.69M in Q2 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Calton & Associates reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Calton & Associates sold 773 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $248K.
Calton & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 13 quarters.
Calton & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $2.69M in Q2 2021.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.