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Certuity’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Certuity’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 		$12.4M Sell
33,466
-1,152
-3% -$412K 0.61% 32
2026
Q1 		$11.1M Sell
34,618
-1,233
-3% -$414K 0.73% 31
2025
Q4 		$12M Buy
35,851
+1,013
+3% +$337K 0.76% 29
2025
Q3 		$11.4M Buy
34,838
+4,995
+17% +$1.58M 0.78% 28
2025
Q2 		$9.07M Buy
29,843
+15,928
+114% +$4.48M 0.85% 29
2025
Q1 		$3.82M Buy
13,915
+1,333
+11% +$387K 0.4% 44
2024
Q4 		$3.65M Buy
12,582
+1,039
+9% +$303K 0.4% 47
2024
Q3 		$3.27M Sell
11,543
-8,541
-43% -$2.33M 0.35% 57
2024
Q2 		$5.37M Sell
20,084
-108
-0.5% -$28K 0.43% 40
2024
Q1 		$5.25M Buy
20,192
+3,566
+21% +$882K 0.46% 39
2023
Q4 		$3.94M Buy
16,626
+853
+5% +$189K 0.4% 43
2023
Q3 		$3.35M Buy
15,773
+1,460
+10% +$323K 0.39% 44
2023
Q2 		$3.15M Buy
14,313
+1,148
+9% +$239K 0.36% 44
2023
Q1 		$2.69M Buy
13,165
+451
+4% +$90.3K 0.4% 37
2022
Q4 		$2.43M Buy
12,714
+527
+4% +$102K 0.39% 39
2022
Q3 		$2.19M Buy
12,187
+755
+7% +$150K 0.51% 29
2022
Q2 		$2.16M Sell
11,432
-8,715
-43% -$1.79M 0.56% 30
2022
Q1 		$4.59M Buy
20,147
+1,240
+7% +$279K 0.99% 16
2021
Q4 		$4.57M Sell
18,907
-69
-0.4% -$16.3K 0.98% 16
2021
Q3 		$4.21M Buy
18,976
+2,786
+17% +$635K 0.84% 17
2021
Q2 		$3.61M Buy
16,190
+903
+6% +$196K 0.83% 20
2021
Q1 		$3.16M Buy
15,287
+137
+0.9% +$27.7K 0.85% 17
2020
Q4 		$2.95M Buy
15,150
+4,271
+39% +$781K 0.95% 17
2020
Q3 		$1.85M Buy
10,879
+35
+0.3% +$5.89K 0.73% 29
2020
Q2 		$1.7M Sell
10,844
-1,224
-10% -$180K 0.79% 29
2020
Q1 		$1.56M Sell
12,068
-2,156
-15% -$333K 0.86% 22
2019
Q4 		$2.33M Buy
+14,224
New +$2.23M 1.11% 14

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

Certuity's VTI Position: Q2 2026 in Review

Certuity reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $412K and leaving 33,466 shares worth $12.4M. The position accounts for 0.61% of the portfolio, ranked #32.

Certuity first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Certuity held 33,466 shares of Vanguard Morningstar Total Stock Market ETF worth $12.4M as of Q2 2026.
  • Certuity sold 1,152 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $412K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.61% of Certuity's portfolio in Q2 2026, its #32 holding.
  • Certuity first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.