Clifford Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Clifford Group’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	$322K	Hold	869	–	–	0.22%	61
2026 Q1	$279K	Buy	869 +141	+19%	+$47.3K	0.21%	61
2025 Q4	$244K	Hold	728	–	–	0.19%	69
2025 Q3	$239K	Hold	728	–	–	0.19%	76
2025 Q2	$221K	Hold	728	–	–	0.18%	77
2025 Q1	$200K	Buy	+728	New	+$212K	0.19%	76

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

Clifford Group's VTI Position: Q2 2026 in Review

Clifford Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 869 shares worth $322K. The position accounts for 0.22% of the portfolio, ranked #61.

Clifford Group first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Clifford Group held 869 shares of Vanguard Morningstar Total Stock Market ETF worth $322K as of Q2 2026.
Clifford Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Clifford Group's portfolio in Q2 2026, its #61 holding.
Clifford Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.