Carroll Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Carroll Advisory Group's VTI Position: Q2 2026 in Review
Carroll Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $1.26M and leaving 25,631 shares worth $9.48M. The position accounts for 3.11% of the portfolio, ranked #10.
Carroll Advisory Group first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,673 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Carroll Advisory Group held 25,631 shares of Vanguard Morningstar Total Stock Market ETF worth $9.48M as of Q2 2026.
- Carroll Advisory Group sold 3,528 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.26M.
- Vanguard Morningstar Total Stock Market ETF made up 3.11% of Carroll Advisory Group's portfolio in Q2 2026, its #10 holding.
- Carroll Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 3,673 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.