Clarius Group LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

Clarius Group LLC’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
2025 Q4	$62.2M	Buy	185,545 +184	+0.1%	+$61.2K	3.55%	7
2025 Q3	$60.8M	Buy	185,361 +941	+0.5%	+$297K	3.6%	7
2025 Q2	$56.1M	Sell	184,420 -19,724	-10%	-$5.55M	3.27%	7
2025 Q1	$56.1M	Sell	204,144 -113	-0.1%	-$32.8K	3.52%	7
2024 Q4	$59.2M	Buy	204,257 +2,256	+1%	+$658K	4.04%	7
2024 Q3	$57.1M	Sell	202,001 -7,534	-4%	-$2.05M	4%	7
2024 Q2	$56.1M	Sell	209,535 -43	-0%	-$11.1K	3.97%	7
2024 Q1	$54.5M	Buy	209,578 +32,030	+18%	+$7.92M	3.76%	7
2023 Q4	$42.1M	Buy	177,548 +1,437	+0.8%	+$318K	3.49%	9
2023 Q3	$37.4M	Buy	176,111 +153,431	+677%	+$34M	3.57%	9
2023 Q2	$5M	Sell	22,680 -5,078	-18%	-$1.06M	0.39%	37
2023 Q1	$5.67M	Sell	27,758 -2,556	-8%	-$512K	0.48%	27
2022 Q4	$5.8M	Buy	30,314 +9,417	+45%	+$1.81M	0.52%	27
2022 Q3	$3.75M	Buy	20,897 +465	+2%	+$92.7K	0.37%	34
2022 Q2	$3.85M	Buy	20,432 +683	+3%	+$140K	0.38%	33
2022 Q1	$4.77M	Hold	19,749	–	–	0.38%	34
2021 Q4	$4.77M	Sell	19,749 -210	-1%	-$49.6K	0.38%	34
2021 Q3	$4.43M	Buy	19,959 +238	+1%	+$54.3K	0.4%	29
2021 Q2	$4.39M	Buy	19,721 +869	+5%	+$189K	0.39%	30
2021 Q1	$3.9M	Buy	18,852 +1,291	+7%	+$261K	0.38%	29
2020 Q4	$3.42M	Buy	17,561 +1,440	+9%	+$263K	0.37%	32
2020 Q3	$2.75M	Buy	16,121 +1,435	+10%	+$241K	0.35%	34
2020 Q2	$2.3M	Buy	14,686 +9,903	+207%	+$1.46M	0.32%	40
2020 Q1	$617K	Sell	4,783 -14,527	-75%	-$2.25M	0.12%	93
2019 Q4	$3.22M	Sell	19,310 -2,127	-10%	-$333K	0.51%	26
2019 Q3	$3.24M	Buy	21,437 +7,413	+53%	+$1.12M	0.59%	24
2019 Q2	$2.1M	Buy	14,024 +19	+0.1%	+$2.8K	0.42%	34
2019 Q1	$2.03M	Buy	14,005 +4,561	+48%	+$636K	0.49%	31
2018 Q4	$1.21M	Sell	9,444 -877	-8%	-$121K	0.44%	36
2018 Q3	$1.54M	Buy	10,321 +2,483	+32%	+$365K	0.55%	31
2018 Q2	$1.1M	Buy	7,838 +2,154	+38%	+$301K	0.46%	35
2018 Q1	$771K	Sell	5,684 -225	-4%	-$31.5K	0.35%	33
2017 Q4	$811K	Hold	5,909	–	–	0.36%	34
2017 Q3	$765K	Sell	5,909 -179	-3%	-$22.7K	0.32%	38
2017 Q2	$758K	Sell	6,088 -267	-4%	-$32.9K	0.31%	39
2017 Q1	$771K	Sell	6,355 -175	-3%	-$21K	0.32%	37
2016 Q4	$753K	Sell	6,530 -1,186	-15%	-$133K	0.32%	39
2016 Q3	$859K	Buy	7,716 +2,972	+63%	+$330K	0.4%	36
2016 Q2	$508K	Buy	4,744 +91	+2%	+$9.64K	0.27%	45
2016 Q1	$487K	Buy	4,653 +412	+10%	+$40.9K	0.27%	44
2015 Q4	$442K	Buy	+4,241	New	+$447K	0.26%	40

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarius Group LLC's VTI Position: Q4 2025 in Review

Clarius Group LLC increased its Vanguard Total Stock Market ETF (VTI) stake by 0.1% in Q4 2025, buying an estimated $61.2K and bringing the position to 185,545 shares worth $62.2M. The position accounts for 3.55% of the portfolio, ranked #7.

Clarius Group LLC first reported a position in VTI in Q4 2015 and has held it in 41 quarters since. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Clarius Group LLC held 185,545 shares of Vanguard Total Stock Market ETF worth $62.2M as of Q4 2025.
Clarius Group LLC bought 184 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $61.2K.
Vanguard Total Stock Market ETF made up 3.55% of Clarius Group LLC's portfolio in Q4 2025, its #7 holding.
Clarius Group LLC first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 41 quarters since.
3,569 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.