Clear Investment Research’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clear Investment Research’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	–	Sell	-157	Closed	-$50.5K	–	226
2026 Q1	$50.5K	Buy	+157	New	+$52.7K	0.08%	104
2025 Q4	–	Sell	-156	Closed	-$51.2K	–	237
2025 Q3	$51.2K	Buy	+156	New	+$49.3K	0.07%	119
2024 Q1	–	Sell	-367	Closed	-$87.2K	–	268
2023 Q4	$87.2K	Buy	+367	New	+$81.1K	0.12%	81
2020 Q2	–	Sell	-6	Closed	-$1K	–	124
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	104
2019 Q4	$1K	Buy	+6	New	+$940	﹤0.01%	107

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clear Investment Research's VTI Position: Q2 2026 in Review

Clear Investment Research sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 157 shares — an estimated $50.5K sold.

Clear Investment Research first reported a position in VTI in Q4 2019 and held it in 5 quarters. The position peaked at $87.2K in Q4 2023. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Clear Investment Research reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 157 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $50.5K.
Clear Investment Research first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 5 quarters.
Clear Investment Research's Vanguard Morningstar Total Stock Market ETF position peaked at $87.2K in Q4 2023.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.