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

Clarity 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
Q2 		$1.56M Buy
4,226
+101
+2% +$36.1K 0.13% 48
2026
Q1 		$1.32M Buy
4,125
+1,199
+41% +$402K 0.14% 45
2025
Q4 		$981K Sell
2,926
-58
-2% -$19.3K 0.09% 51
2025
Q3 		$979K Buy
2,984
+58
+2% +$18.3K 0.1% 53
2025
Q2 		$889K Buy
2,926
+261
+10% +$73.4K 0.1% 54
2025
Q1 		$733K Sell
2,665
-885
-25% -$257K 0.08% 53
2024
Q4 		$1.03M Sell
3,550
-472
-12% -$138K 0.12% 51
2024
Q3 		$1.14M Buy
4,022
+640
+19% +$175K 0.13% 62
2024
Q2 		$905K Buy
3,382
+428
+14% +$111K 0.13% 55
2024
Q1 		$768K Buy
2,954
+453
+18% +$112K 0.12% 59
2023
Q4 		$593K Buy
2,501
+300
+14% +$66.3K 0.1% 58
2023
Q3 		$467K Buy
2,201
+96
+5% +$21.2K 0.08% 70
2023
Q2 		$464K Buy
+2,105
New +$439K 0.07% 70
2023
Q1 		– Sell
-1,572
Closed -$301K – 90
2022
Q4 		$301K Buy
1,572
+211
+16% +$40.7K 0.06% 76
2022
Q3 		$244K Buy
1,361
+180
+15% +$35.9K 0.06% 76
2022
Q2 		$223K Buy
+1,181
New +$243K 0.05% 79
2022
Q1 		– Sell
-1,137
Closed -$275K – 113
2021
Q4 		$275K Buy
1,137
+202
+22% +$47.7K 0.04% 87
2021
Q3 		$208K Sell
935
-17
-2% -$3.88K 0.03% 90
2021
Q2 		$212K Buy
+952
New +$207K 0.04% 104

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Clarity Financial's VTI Position: Q2 2026 in Review

Clarity Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, buying an estimated $36.1K and bringing the position to 4,226 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #48.

Clarity Financial first reported a position in VTI in Q2 2021 and has held it in 19 quarters since. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clarity Financial held 4,226 shares of Vanguard Morningstar Total Stock Market ETF worth $1.56M as of Q2 2026.
  • Clarity Financial bought 101 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Clarity Financial's portfolio in Q2 2026, its #48 holding.
  • Clarity Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 19 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.