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Claris Advisors’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claris Advisors's VTI Position: Q1 2026 in Review

Claris Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.12% in Q1 2026, buying an estimated $1.34K and bringing the position to 3,406 shares worth $1.09M. 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 18 quarters since. The position peaked at $1.14M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Claris Advisors held 3,406 shares of Vanguard Total Stock Market ETF worth $1.09M as of Q1 2026.
  • Claris Advisors bought 4 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Total Stock Market ETF made up 0.33% of Claris Advisors's portfolio in Q1 2026, its #29 holding.
  • Claris Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Claris Advisors's Vanguard Total Stock Market ETF position peaked at $1.14M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.