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

Claris 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
2026 Q2	$1.26M	Buy	3,410 +4	+0.1%	+$1.43K	0.33%	29
2026 Q1	$1.09M	Buy	3,406 +4	+0.1%	+$1.34K	0.33%	29
2025 Q4	$1.14M	Sell	3,402 -22	-0.6%	-$7.32K	0.35%	29
2025 Q3	$1.04M	Hold	3,424	–	–	0.36%	30
2025 Q2	$1.04M	Hold	3,424	–	–	0.36%	30
2025 Q1	$941K	Sell	3,424 -12	-0.3%	-$3.49K	0.35%	29
2024 Q4	$996K	Buy	3,436 +11	+0.3%	+$3.21K	0.37%	28
2024 Q3	$970K	Buy	3,425 +6	+0.2%	+$1.64K	0.42%	27
2024 Q2	$915K	Sell	3,419 -1	-0%	-$259	0.47%	25
2024 Q1	$889K	Buy	3,420 +6	+0.2%	+$1.48K	0.45%	23
2023 Q4	$810K	Buy	3,414 +1,012	+42%	+$224K	0.45%	21
2023 Q3	$510K	Buy	2,402 +248	+12%	+$54.9K	0.33%	24
2023 Q2	$474K	Buy	2,154 +76	+4%	+$15.9K	0.33%	23
2023 Q1	$424K	Buy	2,078 +2	+0.1%	+$400	0.31%	23
2022 Q4	$397K	Buy	2,076 +2	+0.1%	+$385	0.38%	26
2022 Q3	$372K	Hold	2,074	–	–	0.43%	20
2022 Q2	$391K	Buy	2,074 +270	+15%	+$55.5K	0.42%	20
2022 Q1	$411K	Buy	1,804 +1	+0.1%	+$225	0.44%	23
2021 Q4	$435K	Buy	+1,803	New	+$426K	0.46%	22

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

Claris Advisors's VTI Position: Q2 2026 in Review

Claris Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q2 2026, buying an estimated $1.43K and bringing the position to 3,410 shares worth $1.26M. The position accounts for 0.33% of the portfolio, ranked #29.

Claris Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Claris Advisors held 3,410 shares of Vanguard Morningstar Total Stock Market ETF worth $1.26M as of Q2 2026.
Claris Advisors bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of Claris Advisors's portfolio in Q2 2026, its #29 holding.
Claris Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.