Columbia Advisory Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Columbia Advisory Partners’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	$1.51M	Sell	4,087 -161	-4%	-$57.6K	0.83%	30
2026 Q1	$1.36M	Sell	4,248 -10	-0.2%	-$3.35K	0.87%	31
2025 Q4	$1.43M	Sell	4,258 -472	-10%	-$157K	0.97%	19
2025 Q3	$1.55M	Sell	4,730 -724	-13%	-$229K	1.07%	18
2025 Q2	$1.66M	Sell	5,454 -375	-6%	-$105K	1.25%	12
2025 Q1	$1.6M	Sell	5,829 -1,516	-21%	-$440K	1.39%	16
2024 Q4	$2.13M	Buy	7,345 +393	+6%	+$115K	1.98%	11
2024 Q3	$1.97M	Buy	+6,952	New	+$1.9M	1.87%	11

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

Columbia Advisory Partners's VTI Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q2 2026, selling an estimated $57.6K and leaving 4,087 shares worth $1.51M. The position accounts for 0.83% of the portfolio, ranked #30.

Columbia Advisory Partners first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.13M in Q4 2024. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Columbia Advisory Partners held 4,087 shares of Vanguard Morningstar Total Stock Market ETF worth $1.51M as of Q2 2026.
Columbia Advisory Partners sold 161 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $57.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.83% of Columbia Advisory Partners's portfolio in Q2 2026, its #30 holding.
Columbia Advisory Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Columbia Advisory Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.13M in Q4 2024.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.