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

Creekside 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 		$4.97M Sell
13,432
-605
-4% -$216K 1.8% 12
2026
Q1 		$4.5M Buy
14,037
+4,089
+41% +$1.37M 1.85% 12
2025
Q4 		$3.34M Sell
9,948
-954
-9% -$317K 1.41% 19
2025
Q3 		$3.58M Sell
10,902
-253
-2% -$79.9K 1.58% 15
2025
Q2 		$3.39M Buy
11,155
+314
+3% +$88.3K 1.61% 15
2025
Q1 		$2.98M Buy
10,841
+8
+0.1% +$2.32K 1.56% 14
2024
Q4 		$3.14M Buy
10,833
+1,088
+11% +$317K 1.63% 12
2024
Q3 		$2.76M Buy
9,745
+11
+0.1% +$3K 1.43% 19
2024
Q2 		$2.6M Buy
+9,734
New +$2.52M 1.44% 19

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

Creekside Partners's VTI Position: Q2 2026 in Review

Creekside Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q2 2026, selling an estimated $216K and leaving 13,432 shares worth $4.97M. The position accounts for 1.8% of the portfolio, ranked #12.

Creekside Partners first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Creekside Partners held 13,432 shares of Vanguard Morningstar Total Stock Market ETF worth $4.97M as of Q2 2026.
  • Creekside Partners sold 605 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.8% of Creekside Partners's portfolio in Q2 2026, its #12 holding.
  • Creekside Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.