Carbahal Olsen Financial Services Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Carbahal Olsen Financial Services Group’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	$224K	Buy	+605	New	+$216K	0.16%	37
2026 Q1	–	Sell	-605	Closed	-$203K	–	43
2025 Q4	$203K	Buy	+605	New	+$201K	0.16%	41

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

Carbahal Olsen Financial Services Group's VTI Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 605 shares worth $224K. The stake represents 0.16% of the portfolio and ranks #37 among its holdings. This is a return to the name: Carbahal Olsen Financial Services Group previously reported a position in VTI as recently as Q4 2025.

Carbahal Olsen Financial Services Group first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Carbahal Olsen Financial Services Group held 605 shares of Vanguard Morningstar Total Stock Market ETF worth $224K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Carbahal Olsen Financial Services Group position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #37 holding.
Carbahal Olsen Financial Services Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.