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

Clarity Wealth 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 		$37.1M Sell
100,173
-523
-0.5% -$187K 6.54% 4
2026
Q1 		$32.3M Buy
100,696
+792
+0.8% +$266K 6.64% 3
2025
Q4 		$33.5M Buy
99,904
+1,097
+1% +$365K 6.83% 3
2025
Q3 		$32.4M Buy
98,807
+1,752
+2% +$553K 7.15% 4
2025
Q2 		$29.5M Buy
97,055
+2,029
+2% +$571K 7.28% 3
2025
Q1 		$26.1M Buy
95,026
+2,074
+2% +$603K 7.24% 3
2024
Q4 		$26.9M Buy
92,952
+1,990
+2% +$581K 7.34% 3
2024
Q3 		$25.8M Buy
90,962
+2,200
+2% +$600K 7.49% 3
2024
Q2 		$23.7M Sell
88,762
-2,080
-2% -$538K 7.68% 4
2024
Q1 		$23.6M Buy
90,842
+2,033
+2% +$503K 7.98% 2
2023
Q4 		$21.1M Buy
88,809
+3,649
+4% +$807K 7.96% 2
2023
Q3 		$18.1M Buy
85,160
+2,439
+3% +$540K 8.21% 2
2023
Q2 		$18.2M Buy
82,721
+2,294
+3% +$478K 8.18% 2
2023
Q1 		$16.4M Buy
80,427
+1,939
+2% +$388K 8.37% 2
2022
Q4 		$15M Sell
78,488
-274
-0.3% -$52.8K 8.64% 2
2022
Q3 		$14.1M Buy
78,762
+1,791
+2% +$357K 8.52% 2
2022
Q2 		$14.5M Sell
76,971
-546
-0.7% -$112K 8.3% 2
2022
Q1 		$17.6M Buy
77,517
+406
+0.5% +$91.3K 8.38% 2
2021
Q4 		$18.6M Sell
77,111
-82
-0.1% -$19.4K 8.65% 2
2021
Q3 		$17.1M Buy
77,193
+1,368
+2% +$312K 8.44% 1
2021
Q2 		$16.9M Buy
75,825
+1,816
+2% +$394K 8.77% 1
2021
Q1 		$15.3M Buy
74,009
+843
+1% +$171K 8.72% 1
2020
Q4 		$14.2M Buy
73,166
+52
+0.1% +$9.51K 8.63% 2
2020
Q3 		$12.5M Sell
73,114
-1,698
-2% -$286K 8.93% 2
2020
Q2 		$11.7M Sell
74,812
-145
-0.2% -$21.4K 9.24% 1
2020
Q1 		$9.66M Buy
74,957
+2,725
+4% +$421K 10.05% 1
2019
Q4 		$11.8M Buy
+72,232
New +$11.3M 9.94% 1

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 Wealth Advisors's VTI Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.52% in Q2 2026, selling an estimated $187K and leaving 100,173 shares worth $37.1M. The position accounts for 6.54% of the portfolio, ranked #4.

Clarity Wealth Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clarity Wealth Advisors held 100,173 shares of Vanguard Morningstar Total Stock Market ETF worth $37.1M as of Q2 2026.
  • Clarity Wealth Advisors sold 523 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $187K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.54% of Clarity Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Clarity Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.