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

Claris Financial’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 		$1.61M Hold
5,019
– – 0.88% 25
2025
Q4 		$1.68M Buy
5,019
+3,145
+168% +$1.05M 0.9% 20
2025
Q3 		$615K Sell
1,874
-40
-2% -$12.6K 0.35% 71
2025
Q2 		$582K Buy
1,914
+3
+0.2% +$844 0.44% 67
2025
Q1 		$554K Hold
1,911
– – 0.36% 69
2024
Q4 		$554K Buy
+1,911
New +$558K 0.36% 69

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

Claris Financial's VTI Position: Q1 2026 in Review

Claris Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 5,019 shares worth $1.61M. The position accounts for 0.88% of the portfolio, ranked #25.

Claris Financial first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 3,579 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Claris Financial held 5,019 shares of Vanguard Morningstar Total Stock Market ETF worth $1.61M as of Q1 2026.
  • Claris Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Claris Financial's portfolio in Q1 2026, its #25 holding.
  • Claris Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $1.68M in Q4 2025.
  • 3,579 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.