Courage Miller Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Courage Miller 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	$1.91M	Buy	5,156 +1	+0%	+$358	0.5%	31
2026 Q1	$1.65M	Sell	5,155 -2	-0%	-$671	0.47%	32
2025 Q4	$1.73M	Sell	5,157 -3	-0.1%	-$998	0.52%	28
2025 Q3	$1.69M	Sell	5,160 -25	-0.5%	-$7.9K	0.51%	28
2025 Q2	$1.58M	Sell	5,185 -2	-0%	-$563	0.5%	28
2025 Q1	$1.43M	Buy	5,187 +1	+0%	+$291	0.48%	30
2024 Q4	$1.5M	Sell	5,186 -1	-0%	-$292	0.51%	29
2024 Q3	$1.47M	Hold	5,187	–	–	0.49%	30
2024 Q2	$1.39M	Sell	5,187 -30	-0.6%	-$7.76K	0.5%	29
2024 Q1	$1.36M	Buy	5,217 +1	+0%	+$247	0.47%	33
2023 Q4	$1.24M	Sell	5,216 -21	-0.4%	-$4.64K	0.47%	32
2023 Q3	$1.11M	Buy	5,237 +1	+0%	+$221	0.46%	33
2023 Q2	$1.15M	Sell	5,236 -6	-0.1%	-$1.25K	0.48%	32
2023 Q1	$1.07M	Sell	5,242 -87	-2%	-$17.4K	0.45%	34
2022 Q4	$1.02M	Hold	5,329	–	–	0.47%	32
2022 Q3	$956K	Buy	5,329 +1	+0%	+$199	0.48%	29
2022 Q2	$1M	Sell	5,328 -595	-10%	-$122K	0.48%	29
2022 Q1	$1.35M	Buy	5,923 +92	+2%	+$20.7K	0.54%	28
2021 Q4	$1.41M	Sell	5,831 -190	-3%	-$44.9K	0.53%	30
2021 Q3	$1.34M	Sell	6,021 -176	-3%	-$40.1K	0.54%	31
2021 Q2	$1.38M	Hold	6,197	–	–	0.56%	32
2021 Q1	$1.28M	Buy	6,197 +1	+0%	+$202	0.56%	32
2020 Q4	$1.21M	Sell	6,196 -94	-1%	-$17.2K	0.55%	32
2020 Q3	$985K	Buy	6,290 +1	+0%	+$168	0.53%	34
2020 Q2	$984K	Sell	6,289 -1	-0%	-$147	0.53%	34
2020 Q1	$810K	Hold	6,290	–	–	0.5%	32
2019 Q4	$1.03M	Buy	6,290 +64	+1%	+$10K	0.53%	36
2019 Q3	$940K	Sell	6,226 -117	-2%	-$17.6K	0.52%	37
2019 Q2	$952K	Hold	6,343	–	–	0.52%	37
2019 Q1	$917K	Hold	6,343	–	–	0.52%	44
2018 Q4	$809K	Buy	6,343 +1	+0%	+$138	0.48%	44
2018 Q3	$949K	Hold	6,342	–	–	0.55%	44
2018 Q2	$890K	Buy	6,342 +89	+1%	+$12.4K	0.53%	44
2018 Q1	$848K	Sell	6,253 -42	-0.7%	-$5.89K	0.51%	44
2017 Q4	$864K	Sell	6,295 -43	-0.7%	-$5.75K	0.52%	44
2017 Q3	$821K	Buy	6,338 +92	+1%	+$11.7K	0.51%	46
2017 Q2	$777K	Buy	6,246 +1,174	+23%	+$145K	0.51%	44
2017 Q1	$615K	Sell	5,072 -1,615	-24%	-$193K	0.42%	46
2016 Q4	$771K	Hold	6,687	–	–	0.54%	46
2016 Q3	$744K	Buy	6,687 +1	+0%	+$111	0.51%	44
2016 Q2	$717K	Sell	6,686 -58	-0.9%	-$6.15K	0.51%	45
2016 Q1	$707K	Sell	6,744 -98	-1%	-$9.72K	0.49%	45
2015 Q4	$714K	Buy	6,842 +234	+4%	+$24.6K	0.49%	44
2015 Q3	$652K	Buy	6,608 +1,823	+38%	+$191K	0.49%	44
2015 Q2	$512K	Hold	4,785	–	–	0.38%	48
2015 Q1	$513K	Buy	4,785 +50	+1%	+$5.34K	0.38%	47
2014 Q4	$502K	Hold	4,735	–	–	0.42%	42
2014 Q3	$479K	Hold	4,735	–	–	0.37%	41
2014 Q2	$482K	Hold	4,735	–	–	0.35%	49
2014 Q1	$462K	Hold	4,735	–	–	0.36%	46
2013 Q4	$454K	Hold	4,735	–	–	0.38%	44
2013 Q3	$415K	Hold	4,735	–	–	0.34%	44
2013 Q2	$391K	Buy	+4,735	New	+$393K	0.35%	39

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

Courage Miller Partners's VTI Position: Q2 2026 in Review

Courage Miller Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.02% in Q2 2026, buying an estimated $358 and bringing the position to 5,156 shares worth $1.91M. The position accounts for 0.5% of the portfolio, ranked #31.

Courage Miller Partners first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,905 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Courage Miller Partners held 5,156 shares of Vanguard Morningstar Total Stock Market ETF worth $1.91M as of Q2 2026.
Courage Miller Partners bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.5% of Courage Miller Partners's portfolio in Q2 2026, its #31 holding.
Courage Miller Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
1,905 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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