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Carl Stuart Investment Advisor’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Carl Stuart Investment Advisor’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 		$128M Buy
345,764
+7,910
+2% +$2.83M 51.46% 1
2026
Q1 		$108M Buy
+337,854
New +$113M 47.35% 1
2025
Q3 		– Sell
-327,890
Closed -$99.7M – 19
2025
Q2 		$99.7M Buy
327,890
+5,169
+2% +$1.45M 51% 1
2025
Q1 		$88.7M Sell
322,721
-2,404
-0.7% -$698K 50.07% 1
2024
Q4 		$94.2M Sell
325,125
-5,280
-2% -$1.54M 50.29% 1
2024
Q3 		$93.6M Buy
330,405
+20,994
+7% +$5.73M 52.61% 1
2024
Q2 		$82.8M Buy
309,411
+5,459
+2% +$1.41M 51.77% 1
2024
Q1 		$79M Buy
303,952
+23,582
+8% +$5.83M 51.22% 1
2023
Q4 		$66.5M Buy
280,370
+2,684
+1% +$593K 44.79% 1
2023
Q3 		$58.9M Sell
277,686
-3,641
-1% -$806K 47.42% 1
2023
Q2 		$62M Sell
281,327
-765
-0.3% -$160K 47.55% 1
2023
Q1 		$10.2M Buy
282,092
+14,259
+5% +$2.85M 9.8% 5
2022
Q4 		$51.2M Sell
267,833
-1,946
-0.7% -$375K 47.32% 1
2022
Q3 		$51.1M Buy
269,779
+2,883
+1% +$575K 45.32% 1
2022
Q2 		$52M Sell
266,896
-2,033
-0.8% -$418K 45.23% 1
2022
Q1 		$61.2M Buy
268,929
+5,085
+2% +$1.14M 44.51% 1
2021
Q4 		$63.7M Buy
+263,844
New +$62.3M 46.24% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carl Stuart Investment Advisor's VTI Position: Q2 2026 in Review

Carl Stuart Investment Advisor increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, buying an estimated $2.83M and bringing the position to 345,764 shares worth $128M. The position accounts for 51.46% of the portfolio, ranked #1.

Carl Stuart Investment Advisor first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Carl Stuart Investment Advisor held 345,764 shares of Vanguard Morningstar Total Stock Market ETF worth $128M as of Q2 2026.
  • Carl Stuart Investment Advisor bought 7,910 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.83M.
  • Vanguard Morningstar Total Stock Market ETF made up 51.46% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #1 holding.
  • Carl Stuart Investment Advisor first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.