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

Clarus 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 		$3.59M Buy
9,747
+534
+6% +$191K 1.38% 19
2026
Q1 		$3M Buy
9,213
+160
+2% +$53.7K 1.28% 19
2025
Q4 		$3.1M Buy
9,053
+543
+6% +$181K 1.28% 19
2025
Q3 		$2.81M Sell
8,510
-472
-5% -$149K 1.24% 20
2025
Q2 		$2.74M Buy
8,982
+2,884
+47% +$811K 1.27% 20
2025
Q1 		$1.64M Sell
6,098
-966
-14% -$281K 0.88% 29
2024
Q4 		$2.03M Buy
7,064
+7
+0.1% +$2.04K 1.01% 23
2024
Q3 		$1.98M Sell
7,057
-131
-2% -$35.7K 1.01% 22
2024
Q2 		$1.98M Buy
7,188
+543
+8% +$141K 1.05% 21
2024
Q1 		$1.69M Sell
6,645
-1,043
-14% -$258K 0.96% 26
2023
Q4 		$1.82M Buy
+7,688
New +$1.7M 1.08% 23
2023
Q2 		$1.61M Sell
7,371
-55
-0.7% -$11.5K 0.98% 26
2023
Q1 		$1.51M Buy
7,426
+3,643
+96% +$729K 0.95% 27
2022
Q4 		$740K Sell
3,783
-18,687
-83% -$3.6M 0.49% 42
2022
Q3 		$4.07M Sell
22,470
-2,017
-8% -$402K 2.9% 11
2022
Q2 		$4.71M Sell
24,487
-6,160
-20% -$1.27M 3.31% 10
2022
Q1 		$6.78M Sell
30,647
-5,930
-16% -$1.33M 4.22% 3
2021
Q4 		$8.72M Buy
36,577
+1,545
+4% +$365K 5.02% 6
2021
Q3 		$7.84M Buy
35,032
+6,802
+24% +$1.55M 4.82% 6
2021
Q2 		$6.39M Buy
28,230
+4,385
+18% +$952K 4% 6
2021
Q1 		$5.11M Buy
23,845
+3,295
+16% +$667K 3.2% 5
2020
Q4 		$4.07M Buy
20,550
+5,786
+39% +$1.06M 2.71% 8
2020
Q3 		$2.53M Buy
14,764
+2,245
+18% +$378K 1.96% 13
2020
Q2 		$1.99M Buy
12,519
+1,684
+16% +$248K 1.68% 14
2020
Q1 		$1.34M Sell
10,835
-13,535
-56% -$2.09M 1.34% 15
2019
Q4 		$4.04M Sell
24,370
-612
-2% -$95.9K 2.67% 8
2019
Q3 		$3.77M Buy
24,982
+1,068
+4% +$161K 2.76% 11
2019
Q2 		$3.59M Buy
23,914
+9,139
+62% +$1.35M 2.59% 10
2019
Q1 		$2.14M Buy
14,775
+7,666
+108% +$1.07M 1.6% 13
2018
Q4 		$907K Sell
7,109
-8,863
-55% -$1.22M 1.43% 8
2018
Q3 		$2.39M Buy
15,972
+4,542
+40% +$668K 1.56% 9
2018
Q2 		$1.55M Hold
11,430
– – 1.17% 11
2018
Q1 		$1.55M Buy
+11,430
New +$1.6M 1.43% 11

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

Clarus Wealth Advisors's VTI Position: Q2 2026 in Review

Clarus Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.8% in Q2 2026, buying an estimated $191K and bringing the position to 9,747 shares worth $3.59M. The position accounts for 1.38% of the portfolio, ranked #19.

Clarus Wealth Advisors first reported a position in VTI in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.72M in Q4 2021. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clarus Wealth Advisors held 9,747 shares of Vanguard Morningstar Total Stock Market ETF worth $3.59M as of Q2 2026.
  • Clarus Wealth Advisors bought 534 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $191K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.38% of Clarus Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Clarus Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Clarus Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $8.72M in Q4 2021.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.