Clean Yield Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $272K | Sell |
735
-3
| -0.4% | -$1.07K | 0.07% | 128 |
|
|
2026
Q1 | $237K | Sell |
738
-74
| -9% | -$24.8K | 0.07% | 126 |
|
|
2025
Q4 | $272K | Buy |
812
+811
| +81,100% | +$270K | 0.08% | 120 |
|
|
2025
Q3 | $271 | Hold |
1
| – | – | ﹤0.01% | 408 |
|
|
2025
Q2 | $250 | Sell |
1
-50
| -98% | -$14.1K | ﹤0.01% | 389 |
|
|
2025
Q1 | $14K | Sell |
51
-74
| -59% | -$21.5K | ﹤0.01% | 298 |
|
|
2024
Q4 | $36.2K | Hold |
125
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $35.3K | Hold |
125
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $33.4K | Hold |
125
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $32.4K | Buy |
125
+124
| +12,400% | +$30.7K | 0.01% | 260 |
|
|
2023
Q4 | $192 | Sell |
1
-32
| -97% | -$7.07K | ﹤0.01% | 362 |
|
|
2023
Q3 | $7.1K | Hold |
33
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $7.2K | Hold |
33
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $6.64K | Buy |
33
+1
| +3% | +$200 | ﹤0.01% | 349 |
|
|
2022
Q4 | $6.2K | Hold |
32
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $7K | Hold |
32
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $8K | Hold |
32
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $7K | Buy |
+32
| New | +$6.95K | ﹤0.01% | 401 |
|
|
2019
Q1 | – | Sell |
-1,293
| Closed | -$165K | – | 343 |
|
|
2018
Q4 | $165K | Buy |
+1,293
| New | +$179K | 0.07% | 134 |
|
|
2017
Q4 | – | Sell |
-2,939
| Closed | -$381K | – | 136 |
|
|
2017
Q3 | $381K | Hold |
2,939
| – | – | 0.16% | 103 |
|
|
2017
Q2 | $371K | Hold |
2,939
| – | – | 0.16% | 103 |
|
|
2017
Q1 | $357K | Hold |
2,939
| – | – | 0.15% | 106 |
|
|
2016
Q4 | $339K | Sell |
2,939
-2,599
| -47% | -$292K | 0.15% | 104 |
|
|
2016
Q3 | $617K | Sell |
5,538
-1,080
| -16% | -$120K | 0.27% | 80 |
|
|
2016
Q2 | $709K | Buy |
6,618
+1,929
| +41% | +$204K | 0.3% | 79 |
|
|
2016
Q1 | $498K | Sell |
4,689
-800
| -15% | -$79.3K | 0.22% | 85 |
|
|
2015
Q4 | $531K | Sell |
5,489
-3,440
| -39% | -$362K | 0.26% | 82 |
|
|
2015
Q3 | $956K | Sell |
8,929
-2,500
| -22% | -$262K | 0.45% | 68 |
|
|
2015
Q2 | $1.22M | Buy |
11,429
+11,349
| +14,186% | +$1.24M | 0.56% | 61 |
|
|
2015
Q1 | $9K | Buy |
+80
| New | +$8.54K | ﹤0.01% | 295 |
|
Other funds holding VTI
RIM
WI
Clean Yield Group's VTI Position: Q2 2026 in Review
Clean Yield Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.41% in Q2 2026, selling an estimated $1.07K and leaving 735 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #128.
Clean Yield Group first reported a position in VTI in Q1 2015 and has held it in 33 quarters since. The position peaked at $1.22M in Q2 2015. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Clean Yield Group held 735 shares of Vanguard Morningstar Total Stock Market ETF worth $272K as of Q2 2026.
- Clean Yield Group sold 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
- Vanguard Morningstar Total Stock Market ETF made up 0.07% of Clean Yield Group's portfolio in Q2 2026, its #128 holding.
- Clean Yield Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 33 quarters since.
- Clean Yield Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.22M in Q2 2015.
- 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.