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

Clarity Capital 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 		$20.7M Buy
56,052
+1,824
+3% +$652K 8.7% 1
2026
Q1 		$17.4M Buy
54,228
+13,113
+32% +$4.4M 8.11% 1
2025
Q4 		$13.8M Buy
41,115
+777
+2% +$258K 6.89% 2
2025
Q3 		$13.2M Sell
40,338
-466
-1% -$147K 7.21% 2
2025
Q2 		$12.4M Sell
40,804
-2,368
-5% -$666K 7.23% 2
2025
Q1 		$11.9M Sell
43,172
-31
-0.1% -$9.01K 7.79% 1
2024
Q4 		$12.5M Sell
43,203
-29
-0.1% -$8.46K 8.39% 1
2024
Q3 		$12.2M Buy
43,232
+6,761
+19% +$1.84M 8.78% 1
2024
Q2 		$9.76M Sell
36,471
-384
-1% -$99.4K 7.54% 2
2024
Q1 		$9.58M Buy
36,855
+505
+1% +$125K 7.64% 2
2023
Q4 		$8.62M Buy
+36,350
New +$8.04M 7.49% 2

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Clarity Capital Advisors's VTI Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q2 2026, buying an estimated $652K and bringing the position to 56,052 shares worth $20.7M. The position accounts for 8.7% of the portfolio, ranked #1.

Clarity Capital Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clarity Capital Advisors held 56,052 shares of Vanguard Morningstar Total Stock Market ETF worth $20.7M as of Q2 2026.
  • Clarity Capital Advisors bought 1,824 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $652K.
  • Vanguard Morningstar Total Stock Market ETF made up 8.7% of Clarity Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.