Constellation Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Constellation Investments’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	$218M	Hold	587,923	–	–	6.83%	4
2026 Q1	$189M	Hold	587,923	–	–	6.26%	4
2025 Q4	$197M	Buy	587,923 +376,923	+179%	+$125M	6.08%	4
2025 Q3	$69.2M	Hold	211,000	–	–	3.24%	7
2025 Q2	$64.1M	Hold	211,000	–	–	2.97%	8
2025 Q1	$58M	Buy	211,000 +163,000	+340%	+$47.4M	2.75%	7
2024 Q4	$13.9M	Buy	+48,000	New	+$14M	0.63%	17

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

Constellation Investments's VTI Position: Q2 2026 in Review

Constellation Investments held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 587,923 shares worth $218M. The position accounts for 6.83% of the portfolio, ranked #4.

Constellation Investments first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Constellation Investments held 587,923 shares of Vanguard Morningstar Total Stock Market ETF worth $218M as of Q2 2026.
Constellation Investments left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 6.83% of Constellation Investments's portfolio in Q2 2026, its #4 holding.
Constellation Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.