Claar Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Claar Advisors’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
2025 Q2	–	Sell	-54,219	Closed	-$14.9M	–	19
2025 Q1	$14.9M	Buy	+54,219	New	+$15.8M	5.03%	5
2020 Q2	–	Sell	-70,000	Closed	-$9.02M	–	35
2020 Q1	$9.02M	Sell	70,000 -52,500	-43%	-$8.12M	4.79%	7
2019 Q4	$20M	Hold	122,500	–	–	7.03%	4
2019 Q3	$18.5M	Hold	122,500	–	–	8.11%	3
2019 Q2	$18.4M	Hold	122,500	–	–	8.34%	3
2019 Q1	$17.7M	Hold	122,500	–	–	8.53%	3
2018 Q4	$15.6M	Buy	+122,500	New	+$16.9M	8.99%	2

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Claar Advisors's VTI Position: Q2 2025 in Review

Claar Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 54,219 shares — an estimated $14.9M sold.

Claar Advisors first reported a position in VTI in Q4 2018 and held it in 7 quarters. The position peaked at $20M in Q4 2019. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Claar Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Claar Advisors sold 54,219 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $14.9M.
Claar Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and held it in 7 quarters.
Claar Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $20M in Q4 2019.
3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Claar Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.