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Clune & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Clune & Associates’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 		$636K Buy
1,718
+132
+8% +$47.2K 0.1% 106
2026
Q1 		$509K Hold
1,586
– – 0.1% 113
2025
Q4 		$532K Sell
1,586
-44
-3% -$14.6K 0.11% 115
2025
Q3 		$535K Buy
1,630
+1
+0.1% +$316 0.13% 107
2025
Q2 		$495K Hold
1,629
– – 0.14% 108
2025
Q1 		$448K Hold
1,629
– – 0.14% 106
2024
Q4 		$472K Buy
+1,629
New +$475K 0.16% 103

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates's VTI Position: Q2 2026 in Review

Clune & Associates increased its Vanguard Total Stock Market ETF (VTI) stake by 8.3% in Q2 2026, buying an estimated $47.2K and bringing the position to 1,718 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #106.

Clune & Associates first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Clune & Associates held 1,718 shares of Vanguard Total Stock Market ETF worth $636K as of Q2 2026.
  • Clune & Associates bought 132 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $47.2K.
  • Vanguard Total Stock Market ETF made up 0.1% of Clune & Associates's portfolio in Q2 2026, its #106 holding.
  • Clune & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.