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Continental Investors Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Continental Investors Services’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 		$932K Sell
2,454
-2,178
-47% -$779K 0.73% 26
2026
Q1 		$1.68M Sell
4,632
-4,247
-48% -$1.42M 1.59% 18
2025
Q4 		$3.02M Sell
8,879
-300
-3% -$99.8K 3.9% 6
2025
Q3 		$3M Sell
9,179
-29
-0.3% -$9.16K 4.46% 4
2025
Q2 		$2.8M Sell
9,208
-102
-1% -$28.7K 5.03% 4
2025
Q1 		$2.54M Sell
9,310
-920
-9% -$267K 5.05% 4
2024
Q4 		$2.96M Buy
10,230
+393
+4% +$115K 5.88% 3
2024
Q3 		$2.76M Sell
9,837
-195
-2% -$53.2K 5.67% 3
2024
Q2 		$2.68M Sell
10,032
-415
-4% -$107K 5.97% 2
2024
Q1 		$2.71M Sell
10,447
-1,216
-10% -$301K 6.43% 2
2023
Q4 		$2.77M Sell
11,663
-51
-0.4% -$11.3K 7.19% 1
2023
Q3 		$2.49M Sell
11,714
-32,592
-74% -$7.21M 7.54% 2
2023
Q2 		$9.94M Buy
44,306
+21,477
+94% +$4.48M 11.77% 1
2023
Q1 		$4.66M Buy
22,829
+698
+3% +$140K 13.19% 1
2022
Q4 		$4.23M Sell
22,131
-869
-4% -$167K 13.17% 1
2022
Q3 		$4.13M Buy
23,000
+1,380
+6% +$275K 12.35% 1
2022
Q2 		$4.08M Buy
21,620
+9,226
+74% +$1.9M 11.91% 1
2022
Q1 		$2.99M Buy
12,394
+563
+5% +$127K 7.83% 2
2021
Q4 		$2.69M Buy
+11,831
New +$2.79M 7.18% 3

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Continental Investors Services's VTI Position: Q2 2026 in Review

Continental Investors Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 47% in Q2 2026, selling an estimated $779K and leaving 2,454 shares worth $932K. The position accounts for 0.73% of the portfolio, ranked #26.

Continental Investors Services first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.94M in Q2 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Continental Investors Services held 2,454 shares of Vanguard Morningstar Total Stock Market ETF worth $932K as of Q2 2026.
  • Continental Investors Services sold 2,178 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $779K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.73% of Continental Investors Services's portfolio in Q2 2026, its #26 holding.
  • Continental Investors Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Continental Investors Services's Vanguard Morningstar Total Stock Market ETF position peaked at $9.94M in Q2 2023.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Continental Investors Services's 13F filing for Q2 2026, filed 13 Aug 2026.