Councilmark Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Councilmark Asset Management’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	$5.49M	Buy	14,829 +270	+2%	+$96.5K	2.9%	10
2026 Q1	$4.67M	Hold	14,559	–	–	2.68%	10
2025 Q4	$4.88M	Buy	14,559 +89	+0.6%	+$29.6K	2.73%	11
2025 Q3	$4.75M	Sell	14,470 -10	-0.1%	-$3.16K	2.72%	11
2025 Q2	$4.4M	Hold	14,480	–	–	2.79%	10
2025 Q1	$3.98M	Hold	14,480	–	–	2.69%	10
2024 Q4	$4.2M	Hold	14,480	–	–	2.82%	11
2024 Q3	$4.1M	Hold	14,480	–	–	2.75%	10
2024 Q2	$3.87M	Hold	14,480	–	–	2.74%	11
2024 Q1	$3.76M	Buy	+14,480	New	+$3.58M	2.71%	8

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

Councilmark Asset Management's VTI Position: Q2 2026 in Review

Councilmark Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $96.5K and bringing the position to 14,829 shares worth $5.49M. The position accounts for 2.9% of the portfolio, ranked #10.

Councilmark Asset Management first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Councilmark Asset Management held 14,829 shares of Vanguard Morningstar Total Stock Market ETF worth $5.49M as of Q2 2026.
Councilmark Asset Management bought 270 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $96.5K.
Vanguard Morningstar Total Stock Market ETF made up 2.9% of Councilmark Asset Management's portfolio in Q2 2026, its #10 holding.
Councilmark Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.