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Clearstead Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clearstead Advisors’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 		$131M Sell
354,872
-188,001
-35% -$67.2M 1.24% 15
2026
Q1 		$174M Buy
542,873
+401,058
+283% +$135M 1.59% 11
2025
Q4 		$47.5M Buy
141,815
+3,784
+3% +$1.26M 0.6% 38
2025
Q3 		$45.3M Sell
138,031
-1,219
-0.9% -$385K 0.59% 35
2025
Q2 		$42.3M Buy
139,250
+157
+0.1% +$44.2K 0.59% 36
2025
Q1 		$38.2M Buy
139,093
+12,914
+10% +$3.75M 0.59% 38
2024
Q4 		$36.6M Buy
126,179
+2,058
+2% +$600K 0.55% 40
2024
Q3 		$35.1M Sell
124,121
-229
-0.2% -$62.5K 0.55% 41
2024
Q2 		$33.3M Buy
124,350
+32,363
+35% +$8.38M 0.57% 39
2024
Q1 		$23.8M Buy
91,987
+886
+1% +$219K 1.18% 17
2023
Q4 		$21.6M Sell
91,101
-41,554
-31% -$9.19M 1.15% 17
2023
Q3 		$28.2M Buy
132,655
+70,310
+113% +$15.6M 0.82% 27
2023
Q2 		$13.7M Buy
62,345
+15,861
+34% +$3.31M 0.83% 24
2023
Q1 		$9.49M Buy
46,484
+396
+0.9% +$79.3K 0.69% 31
2022
Q4 		$8.81M Buy
46,088
+12,823
+39% +$2.47M 0.69% 32
2022
Q3 		$5.97M Sell
33,265
-5,627
-14% -$1.12M 0.55% 38
2022
Q2 		$7.34M Buy
38,892
+8,673
+29% +$1.78M 0.57% 39
2022
Q1 		$6.88M Buy
30,219
+511
+2% +$115K 0.47% 47
2021
Q4 		$7.17M Buy
29,708
+3,161
+12% +$746K 0.49% 42
2021
Q3 		$5.89M Buy
26,547
+14,398
+119% +$3.28M 0.44% 49
2021
Q2 		$2.71M Buy
12,149
+560
+5% +$122K 0.21% 93
2021
Q1 		$2.4M Buy
11,589
+107
+0.9% +$21.6K 0.2% 94
2020
Q4 		$2.23M Buy
11,482
+427
+4% +$78K 0.2% 91
2020
Q3 		$1.88M Buy
11,055
+426
+4% +$71.7K 0.2% 94
2020
Q2 		$1.66M Buy
10,629
+814
+8% +$120K 0.19% 95
2020
Q1 		$1.26M Buy
9,815
+1,472
+18% +$228K 0.18% 98
2019
Q4 		$1.36M Hold
8,343
– – 0.17% 105
2019
Q3 		$1.26M Sell
8,343
-19,761
-70% -$2.98M 0.17% 102
2019
Q2 		$4.22M Buy
28,104
+2,849
+11% +$420K 0.56% 44
2019
Q1 		$3.65M Buy
25,255
+6,775
+37% +$945K 0.5% 49
2018
Q4 		$2.36M Sell
18,480
-2,452
-12% -$339K 0.37% 63
2018
Q3 		$3.13M Buy
20,932
+14,470
+224% +$2.13M 0.43% 51
2018
Q2 		$907K Sell
6,462
-16,249
-72% -$2.27M 0.13% 109
2018
Q1 		$3.08M Buy
22,711
+17,811
+363% +$2.5M 0.45% 50
2017
Q4 		$673K Sell
4,900
-17,836
-78% -$2.39M 0.09% 130
2017
Q3 		$2.94M Buy
22,736
+227
+1% +$28.7K 0.38% 56
2017
Q2 		$2.8M Sell
22,509
-1,085
-5% -$134K 0.41% 55
2017
Q1 		$2.86M Buy
23,594
+1,131
+5% +$135K 0.42% 53
2016
Q4 		$2.59M Buy
+22,463
New +$2.53M 0.42% 48

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Clearstead Advisors's VTI Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 35% in Q2 2026, selling an estimated $67.2M and leaving 354,872 shares worth $131M. The position accounts for 1.24% of the portfolio, ranked #15.

Clearstead Advisors first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. The position peaked at $174M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clearstead Advisors held 354,872 shares of Vanguard Morningstar Total Stock Market ETF worth $131M as of Q2 2026.
  • Clearstead Advisors sold 188,001 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $67.2M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.24% of Clearstead Advisors's portfolio in Q2 2026, its #15 holding.
  • Clearstead Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Clearstead Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $174M in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.