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
Q3 | $271K | Sell |
725
-10
| -1% | -$3.75K | 0.07% | 127 |
|
|
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 | +$6.94K | ﹤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
PIMG
Clean Yield Group's VTI Position: Q3 2026 in Review
Clean Yield Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q3 2026, selling an estimated $3.75K and leaving 725 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #127.
Clean Yield Group first reported a position in VTI in Q1 2015 and has held it in 34 quarters since. The position peaked at $1.22M in Q2 2015. 1,866 funds tracked by Wall St. Rank hold VTI as of Q3 2026.
- Clean Yield Group held 725 shares of Vanguard Morningstar Total Stock Market ETF worth $271K as of Q3 2026.
- Clean Yield Group sold 10 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $3.75K.
- Vanguard Morningstar Total Stock Market ETF made up 0.07% of Clean Yield Group's portfolio in Q3 2026, its #127 holding.
- Clean Yield Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 34 quarters since.
- Clean Yield Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.22M in Q2 2015.
- 1,866 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.
Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.