Collective Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Collective Family Office’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	$555K	Hold	1,500	–	–	0.11%	114
2026 Q1	$481K	Hold	1,500	–	–	0.11%	109
2025 Q4	$503K	Hold	1,500	–	–	0.12%	110
2025 Q3	$492K	Hold	1,500	–	–	0.12%	111
2025 Q2	$456K	Hold	1,500	–	–	0.12%	110
2025 Q1	$412K	Hold	1,500	–	–	0.11%	110
2024 Q4	$435K	Hold	1,500	–	–	0.12%	114
2024 Q3	$425K	Hold	1,500	–	–	0.12%	118
2024 Q2	$401K	Hold	1,500	–	–	0.12%	122
2024 Q1	$390K	Hold	1,500	–	–	0.13%	128
2023 Q4	$356K	Hold	1,500	–	–	0.13%	119
2023 Q3	$319K	Sell	1,500 -50	-3%	-$11.1K	0.12%	125
2023 Q2	$341K	Sell	1,550 -246	-14%	-$51.3K	0.13%	129
2023 Q1	$367K	Sell	1,796 -350	-16%	-$70.1K	0.15%	117
2022 Q4	$410K	Buy	+2,146	New	+$414K	0.18%	107

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Collective Family Office's VTI Position: Q2 2026 in Review

Collective Family Office held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,500 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #114.

Collective Family Office first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Collective Family Office held 1,500 shares of Vanguard Morningstar Total Stock Market ETF worth $555K as of Q2 2026.
Collective Family Office left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Collective Family Office's portfolio in Q2 2026, its #114 holding.
Collective Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.