CC
VTI icon

Courier Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Courier Capital’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 		$2.31M Sell
6,235
-214
-3% -$76.5K 0.12% 156
2026
Q1 		$2.07M Sell
6,449
-94
-1% -$31.5K 0.12% 158
2025
Q4 		$2.19M Sell
6,543
-133
-2% -$44.2K 0.12% 147
2025
Q3 		$2.19M Buy
6,676
+992
+17% +$313K 0.13% 149
2025
Q2 		$1.73M Sell
5,684
-893
-14% -$251K 0.1% 161
2025
Q1 		$1.81M Sell
6,577
-1,470
-18% -$427K 0.12% 154
2024
Q4 		$2.33M Sell
8,047
-588
-7% -$172K 0.16% 125
2024
Q3 		$2.45M Buy
8,635
+4,111
+91% +$1.12M 0.17% 122
2024
Q2 		$1.21M Sell
4,524
-4,873
-52% -$1.26M 0.1% 160
2024
Q1 		$2.44M Sell
9,397
-107
-1% -$26.5K 0.18% 116
2023
Q4 		$2.25M Buy
9,504
+35
+0.4% +$7.74K 0.17% 116
2023
Q3 		$2.01M Sell
9,469
-230
-2% -$50.9K 0.17% 124
2023
Q2 		$2.14M Buy
9,699
+5,151
+113% +$1.07M 0.17% 121
2023
Q1 		$928K Buy
4,548
+221
+5% +$44.2K 0.1% 123
2022
Q4 		$827K Buy
4,327
+228
+6% +$43.9K 0.1% 129
2022
Q3 		$736K Buy
4,099
+164
+4% +$32.7K 0.09% 132
2022
Q2 		$742K Sell
3,935
-2
-0.1% -$411 0.09% 135
2022
Q1 		$896K Sell
3,937
-2,921
-43% -$657K 0.09% 136
2021
Q4 		$1.66M Sell
6,858
-348
-5% -$82.2K 0.15% 107
2021
Q3 		$1.6M Sell
7,206
-329
-4% -$75K 0.15% 108
2021
Q2 		$1.68M Sell
7,535
-1,919
-20% -$416K 0.16% 107
2021
Q1 		$1.95M Buy
9,454
+338
+4% +$68.4K 0.2% 97
2020
Q4 		$1.77M Buy
9,116
+3
+0% +$548 0.19% 96
2020
Q3 		$1.63M Sell
9,113
-308
-3% -$51.8K 0.2% 96
2020
Q2 		$1.49M Sell
9,421
-400
-4% -$59K 0.19% 91
2020
Q1 		$1.34M Buy
9,821
+955
+11% +$148K 0.2% 91
2019
Q4 		$1.47M Sell
8,866
-285
-3% -$44.7K 0.17% 98
2019
Q3 		$1.35M Buy
9,151
+208
+2% +$31.4K 0.18% 101
2019
Q2 		$1.34M Hold
8,943
– – 0.17% 106
2019
Q1 		$1.29M Buy
8,943
+125
+1% +$17.4K 0.17% 107
2018
Q4 		$1.13M Buy
8,818
+1,167
+15% +$161K 0.16% 110
2018
Q3 		$1.15M Sell
7,651
-170
-2% -$25K 0.14% 119
2018
Q2 		$1.1M Buy
7,821
+630
+9% +$87.9K 0.14% 123
2018
Q1 		$976K Buy
7,191
+918
+15% +$129K 0.13% 123
2017
Q4 		$861K Buy
6,273
+608
+11% +$81.4K 0.11% 125
2017
Q3 		$734K Buy
+5,665
New +$717K 0.1% 126

Other funds holding VTI

WI
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
BP
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
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
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

Courier Capital's VTI Position: Q2 2026 in Review

Courier Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $76.5K and leaving 6,235 shares worth $2.31M. The position accounts for 0.12% of the portfolio, ranked #156.

Courier Capital first reported a position in VTI in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.45M in Q3 2024. 1,925 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Courier Capital held 6,235 shares of Vanguard Morningstar Total Stock Market ETF worth $2.31M as of Q2 2026.
  • Courier Capital sold 214 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $76.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Courier Capital's portfolio in Q2 2026, its #156 holding.
  • Courier Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
  • Courier Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $2.45M in Q3 2024.
  • 1,925 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.