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COWA LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

COWA LLC’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 		$475K Buy
1,283
+1
+0.1% +$358 0.12% 111
2026
Q1 		$412K Buy
1,282
+1
+0.1% +$336 0.11% 114
2025
Q4 		$426K Buy
1,281
+147
+13% +$48.9K 0.13% 112
2025
Q3 		$372K Buy
1,134
+13
+1% +$4.11K 0.12% 107
2025
Q2 		$341K Buy
1,121
+23
+2% +$6.47K 0.13% 102
2025
Q1 		$302K Sell
1,098
-19
-2% -$5.52K 0.13% 108
2024
Q4 		$324K Buy
1,117
+18
+2% +$5.25K 0.15% 98
2024
Q3 		$311K Buy
1,099
+1
+0.1% +$273 0.15% 103
2024
Q2 		$294K Hold
1,098
– – 0.16% 97
2024
Q1 		$285K Hold
1,098
– – 0.17% 97
2023
Q4 		$260K Sell
1,098
-21
-2% -$4.64K 0.16% 95
2023
Q3 		$238K Sell
1,119
-5
-0.4% -$1.11K 0.16% 95
2023
Q2 		$248K Buy
1,124
+21
+2% +$4.38K 0.16% 93
2023
Q1 		$225K Hold
1,103
– – 0.18% 98
2022
Q4 		$211K Hold
1,103
– – 0.13% 112
2022
Q3 		$198K Buy
+1,103
New +$220K 0.13% 107
2022
Q2 		– Sell
-955
Closed -$217K – 138
2022
Q1 		$217K Sell
955
-10
-1% -$2.25K 0.11% 118
2021
Q4 		$233K Sell
965
-23
-2% -$5.43K 0.12% 115
2021
Q3 		$219K Hold
988
– – 0.13% 126
2021
Q2 		$221K Hold
988
– – 0.14% 107
2021
Q1 		$212K Hold
988
– – 0.13% 109
2020
Q4 		$197K Buy
+988
New +$181K 0.15% 103

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

COWA LLC's VTI Position: Q2 2026 in Review

COWA LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q2 2026, buying an estimated $358 and bringing the position to 1,283 shares worth $475K. The position accounts for 0.12% of the portfolio, ranked #111.

COWA LLC first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • COWA LLC held 1,283 shares of Vanguard Morningstar Total Stock Market ETF worth $475K as of Q2 2026.
  • COWA LLC bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of COWA LLC's portfolio in Q2 2026, its #111 holding.
  • COWA LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.