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Clayton Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clayton Financial Group’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 		$3.31M Sell
8,937
-2,165
-20% -$774K 1.83% 11
2026
Q1 		$3.56M Buy
11,102
+46
+0.4% +$15.4K 1.83% 12
2025
Q4 		$3.71M Buy
11,056
+2,153
+24% +$716K 1.89% 12
2025
Q3 		$2.92M Buy
8,903
+6,833
+330% +$2.16M 2.13% 11
2025
Q2 		$629K Sell
2,070
-1,608
-44% -$452K 0.75% 16
2025
Q1 		$1.01M Buy
3,678
+216
+6% +$62.8K 0.37% 44
2024
Q4 		$1M Buy
3,462
+115
+3% +$33.6K 0.36% 42
2024
Q3 		$948K Buy
3,347
+1,414
+73% +$386K 0.35% 47
2024
Q2 		$502K Buy
1,933
+251
+15% +$65K 0.22% 59
2024
Q1 		$437K Buy
+1,682
New +$416K 0.2% 62

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clayton Financial Group's VTI Position: Q2 2026 in Review

Clayton Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, selling an estimated $774K and leaving 8,937 shares worth $3.31M. The position accounts for 1.83% of the portfolio, ranked #11.

Clayton Financial Group first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.71M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clayton Financial Group held 8,937 shares of Vanguard Morningstar Total Stock Market ETF worth $3.31M as of Q2 2026.
  • Clayton Financial Group sold 2,165 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $774K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.83% of Clayton Financial Group's portfolio in Q2 2026, its #11 holding.
  • Clayton Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Clayton Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $3.71M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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