Carson Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Carson Advisory’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	$1.02M	Sell	2,765 -15	-0.5%	-$5.36K	0.47%	52
2026 Q1	$892K	Hold	2,780	–	–	0.46%	53
2025 Q4	$932K	Hold	2,780	–	–	0.48%	55
2025 Q3	$912K	Sell	2,780 -30	-1%	-$9.48K	0.49%	51
2025 Q2	$854K	Sell	2,810 -258	-8%	-$72.6K	0.54%	53
2025 Q1	$843K	Hold	3,068	–	–	0.57%	47
2024 Q4	$889K	Hold	3,068	–	–	0.62%	46
2024 Q3	$869K	Sell	3,068 -10	-0.3%	-$2.73K	0.55%	52
2024 Q2	$823K	Sell	3,078 -8	-0.3%	-$2.07K	0.58%	47
2024 Q1	$802K	Sell	3,086 -10	-0.3%	-$2.47K	0.56%	49
2023 Q4	$734K	Buy	3,096 +77	+3%	+$17K	0.57%	53
2023 Q3	$641K	Hold	3,019	–	–	0.56%	58
2023 Q2	$665K	Hold	3,019	–	–	0.56%	60
2023 Q1	$616K	Buy	3,019 +58	+2%	+$11.6K	0.55%	58
2022 Q4	$566K	Sell	2,961 -500	-14%	-$96.4K	0.54%	53
2022 Q3	$621K	Sell	3,461 -50	-1%	-$9.96K	0.69%	48
2022 Q2	$662K	Buy	3,511 +1,698	+94%	+$349K	0.74%	40
2022 Q1	$413K	Sell	1,813 -50	-3%	-$11.2K	0.41%	65
2021 Q4	$450K	Buy	+1,863	New	+$440K	0.46%	56

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

Carson Advisory's VTI Position: Q2 2026 in Review

Carson Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.54% in Q2 2026, selling an estimated $5.36K and leaving 2,765 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #52.

Carson Advisory first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Carson Advisory held 2,765 shares of Vanguard Morningstar Total Stock Market ETF worth $1.02M as of Q2 2026.
Carson Advisory sold 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
Vanguard Morningstar Total Stock Market ETF made up 0.47% of Carson Advisory's portfolio in Q2 2026, its #52 holding.
Carson Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.