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Clear Creek Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clear Creek Financial Management’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 		$6.26M Sell
16,906
-725
-4% -$259K 0.4% 60
2026
Q1 		$5.66M Buy
17,631
+1,660
+10% +$557K 0.43% 55
2025
Q4 		$5.35M Buy
15,971
+2,845
+22% +$946K 0.44% 48
2025
Q3 		$4.31M Buy
13,126
+147
+1% +$46.4K 0.37% 56
2025
Q2 		$3.94M Buy
12,979
+425
+3% +$120K 0.38% 55
2025
Q1 		$3.45M Buy
12,554
+1,010
+9% +$293K 0.36% 61
2024
Q4 		$3.35M Buy
11,544
+194
+2% +$56.6K 0.36% 56
2024
Q3 		$3.21M Sell
11,350
-1,234
-10% -$337K 0.36% 54
2024
Q2 		$3.37M Sell
12,584
-277
-2% -$71.7K 0.41% 54
2024
Q1 		$3.34M Buy
12,861
+2,653
+26% +$656K 0.43% 50
2023
Q4 		$2.42M Buy
10,208
+536
+6% +$118K 0.38% 56
2023
Q3 		$2.05M Sell
9,672
-134
-1% -$29.7K 0.36% 62
2023
Q2 		$2.16M Sell
9,806
-195
-2% -$40.7K 0.37% 62
2023
Q1 		$2.04M Buy
10,001
+1,110
+12% +$222K 0.39% 59
2022
Q4 		$1.7M Buy
8,891
+328
+4% +$63.2K 0.37% 66
2022
Q3 		$1.54M Buy
8,563
+338
+4% +$67.4K 0.34% 61
2022
Q2 		$1.55M Buy
8,225
+5,724
+229% +$1.18M 0.32% 63
2022
Q1 		$569K Sell
2,501
-612
-20% -$138K 0.09% 172
2021
Q4 		$752K Sell
3,113
-567
-15% -$134K 0.11% 148
2021
Q3 		$817K Buy
3,680
+38
+1% +$8.66K 0.13% 147
2021
Q2 		$811K Buy
+3,642
New +$790K 0.13% 142
2021
Q1 		– Sell
-2,925
Closed -$569K – 258
2020
Q4 		$569K Sell
2,925
-1,126,889
-100% -$206M 0.11% 171
2020
Q3 		$192M Buy
1,129,814
+1,126,817
+37,598% +$190M 8.73% 4
2020
Q2 		$469K Buy
+2,997
New +$442K 0.12% 123

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

Clear Creek Financial Management's VTI Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.1% in Q2 2026, selling an estimated $259K and leaving 16,906 shares worth $6.26M. The position accounts for 0.4% of the portfolio, ranked #60.

Clear Creek Financial Management first reported a position in VTI in Q2 2020 and has held it in 24 quarters since. The position peaked at $192M in Q3 2020. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clear Creek Financial Management held 16,906 shares of Vanguard Morningstar Total Stock Market ETF worth $6.26M as of Q2 2026.
  • Clear Creek Financial Management sold 725 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $259K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.4% of Clear Creek Financial Management's portfolio in Q2 2026, its #60 holding.
  • Clear Creek Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 24 quarters since.
  • Clear Creek Financial Management's Vanguard Morningstar Total Stock Market ETF position peaked at $192M in Q3 2020.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.