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Carl Stuart Investment Advisor’s Vanguard 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
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 		$612M 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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carl Stuart Investment Advisor's VTI Position: Q1 2026 in Review

Carl Stuart Investment Advisor opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2026: 337,854 shares worth $108M. The stake represents 47.35% of the portfolio and ranks #1 among its holdings. This is a return to the name: Carl Stuart Investment Advisor previously reported a position in VTI as recently as Q2 2025.

Carl Stuart Investment Advisor first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $612M in Q1 2022. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Carl Stuart Investment Advisor held 337,854 shares of Vanguard Total Stock Market ETF worth $108M as of Q1 2026.
  • Vanguard Total Stock Market ETF was a new Carl Stuart Investment Advisor position in Q1 2026.
  • Vanguard Total Stock Market ETF made up 47.35% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #1 holding.
  • Carl Stuart Investment Advisor first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Carl Stuart Investment Advisor's Vanguard Total Stock Market ETF position peaked at $612M in Q1 2022.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.