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

Clarity Wealth Development’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	$27.5M	Sell	74,351 -1,120	-1%	-$400K	15.27%	1
2026 Q1	$24.2M	Buy	75,471 +4,156	+6%	+$1.39M	19.76%	1
2025 Q4	$23.9M	Buy	71,315 +4,038	+6%	+$1.34M	20.23%	1
2025 Q3	$22.7M	Buy	67,277 +2,011	+3%	+$635K	20.52%	1
2025 Q2	$19.8M	Buy	65,266 +3,078	+5%	+$866K	19.75%	1
2025 Q1	$17M	Buy	62,188 +640	+1%	+$186K	18.93%	1
2024 Q4	$18.4M	Buy	+61,548	New	+$18M	19.95%	1

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 Wealth Development's VTI Position: Q2 2026 in Review

Clarity Wealth Development reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $400K and leaving 74,351 shares worth $27.5M. The position accounts for 15.27% of the portfolio, ranked #1.

Clarity Wealth Development first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Clarity Wealth Development held 74,351 shares of Vanguard Morningstar Total Stock Market ETF worth $27.5M as of Q2 2026.
Clarity Wealth Development sold 1,120 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $400K.
Vanguard Morningstar Total Stock Market ETF made up 15.27% of Clarity Wealth Development's portfolio in Q2 2026, its #1 holding.
Clarity Wealth Development first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.