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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 		$1.11M Buy
+3,000
New +$1.07M 0.01% 523

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.