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

Clearwater Capital 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 		$950K Hold
2,568
– – 0.07% 82
2026
Q1 		$824K Buy
2,568
+182
+8% +$61.1K 0.07% 86
2025
Q4 		$800K Sell
2,386
-57
-2% -$19K 0.07% 86
2025
Q3 		$802K Sell
2,443
-5
-0.2% -$1.58K 0.07% 92
2025
Q2 		$744K Buy
2,448
+27
+1% +$7.59K 0.07% 89
2025
Q1 		$665K Hold
2,421
– – 0.06% 91
2024
Q4 		$702K Sell
2,421
-216
-8% -$63K 0.07% 89
2024
Q3 		$747K Sell
2,637
-307
-10% -$83.7K 0.07% 87
2024
Q2 		$788K Buy
2,944
+1,239
+73% +$321K 0.08% 78
2024
Q1 		$443K Sell
1,705
-414
-20% -$102K 0.05% 99
2023
Q4 		$503K Buy
2,119
+10
+0.5% +$2.21K 0.06% 94
2023
Q3 		$448K Sell
2,109
-94
-4% -$20.8K 0.05% 90
2023
Q2 		$485K Sell
2,203
-27
-1% -$5.63K 0.06% 91
2023
Q1 		$455K Sell
2,230
-63
-3% -$12.6K 0.06% 94
2022
Q4 		$438K Buy
2,293
+56
+3% +$10.8K 0.06% 100
2022
Q3 		$401K Buy
2,237
+44
+2% +$8.77K 0.06% 107
2022
Q2 		$414K Sell
2,193
-4
-0.2% -$822 0.06% 101
2022
Q1 		$500K Sell
2,197
-35
-2% -$7.87K 0.06% 103
2021
Q4 		$539K Buy
2,232
+64
+3% +$15.1K 0.06% 103
2021
Q3 		$481K Hold
2,168
– – 0.06% 104
2021
Q2 		$483K Buy
2,168
+6
+0.3% +$1.3K 0.06% 106
2021
Q1 		$447K Buy
2,162
+575
+36% +$116K 0.06% 111
2020
Q4 		$309K Buy
1,587
+375
+31% +$68.5K 0.04% 118
2020
Q3 		$206K Buy
+1,212
New +$204K 0.03% 137
2018
Q2 		– Sell
-617
Closed -$84K – 548
2018
Q1 		$84K Buy
+617
New +$86.5K 0.02% 249

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

Clearwater Capital Advisors's VTI Position: Q2 2026 in Review

Clearwater Capital Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,568 shares worth $950K. The position accounts for 0.07% of the portfolio, ranked #82.

Clearwater Capital Advisors first reported a position in VTI in Q1 2018 and has held it in 25 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clearwater Capital Advisors held 2,568 shares of Vanguard Morningstar Total Stock Market ETF worth $950K as of Q2 2026.
  • Clearwater Capital Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Clearwater Capital Advisors's portfolio in Q2 2026, its #82 holding.
  • Clearwater Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 25 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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