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

Canopy 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	$14.8M	Buy	39,895 +1,399	+4%	+$500K	4.44%	2
2026 Q1	$12.4M	Sell	38,496 -2,264	-6%	-$760K	4.24%	2
2025 Q4	$13.7M	Sell	40,760 -248	-0.6%	-$82.5K	4.45%	2
2025 Q3	$13.5M	Sell	41,008 -480	-1%	-$152K	4.5%	2
2025 Q2	$12.6M	Sell	41,488 -1,828	-4%	-$514K	4.62%	1
2025 Q1	$11.9M	Sell	43,316 -1,537	-3%	-$447K	4.64%	2
2024 Q4	$13M	Sell	44,853 -287	-0.6%	-$83.7K	4.96%	2
2024 Q3	$12.8M	Sell	45,140 -2,681	-6%	-$731K	5.5%	1
2024 Q2	$12.8M	Sell	47,821 -924	-2%	-$239K	5.94%	1
2024 Q1	$12.7M	Buy	48,745 +29,287	+151%	+$7.25M	6.19%	1
2023 Q4	$4.62M	Buy	+19,458	New	+$4.3M	2.81%	10

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

Canopy Partners's VTI Position: Q2 2026 in Review

Canopy Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, buying an estimated $500K and bringing the position to 39,895 shares worth $14.8M. The position accounts for 4.44% of the portfolio, ranked #2.

Canopy Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Canopy Partners held 39,895 shares of Vanguard Morningstar Total Stock Market ETF worth $14.8M as of Q2 2026.
Canopy Partners bought 1,399 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $500K.
Vanguard Morningstar Total Stock Market ETF made up 4.44% of Canopy Partners's portfolio in Q2 2026, its #2 holding.
Canopy Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.