Clarity Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clarity Asset Management’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	–	Sell	-966	Closed	-$310K	–	271
2026 Q1	$310K	Hold	966	–	–	0.16%	55
2025 Q4	$324K	Sell	966 -718	-43%	-$239K	0.18%	30
2025 Q3	$553K	Buy	1,684 +2	+0.1%	+$632	0.31%	25
2025 Q2	$511K	Hold	1,682	–	–	0.31%	23
2025 Q1	$462K	Buy	1,682 +3	+0.2%	+$872	0.3%	23
2024 Q4	$487K	Buy	1,679 +4	+0.2%	+$1.17K	0.32%	24
2024 Q3	$474K	Buy	1,675 +3	+0.2%	+$818	0.33%	23
2024 Q2	$447K	Hold	1,672	–	–	0.32%	23
2024 Q1	$435K	Buy	1,672 +2	+0.1%	+$495	0.3%	23
2023 Q4	$396K	Buy	+1,670	New	+$369K	0.31%	23

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

Clarity Asset Management's VTI Position: Q2 2026 in Review

Clarity Asset Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 966 shares — an estimated $310K sold.

Clarity Asset Management first reported a position in VTI in Q4 2023 and held it in 10 quarters. The position peaked at $553K in Q3 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Clarity Asset Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 966 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $310K.
Clarity Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $553K in Q3 2025.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.