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Crumly & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Crumly & Associates’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 		$310K Buy
839
+2
+0.2% +$715 0.06% 158
2026
Q1 		$269K Buy
837
+61
+8% +$20.5K 0.06% 173
2025
Q4 		$260K Buy
776
+3
+0.4% +$998 0.05% 160
2025
Q3 		$254K Buy
+773
New +$244K 0.06% 164

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

Crumly & Associates's VTI Position: Q2 2026 in Review

Crumly & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, buying an estimated $715 and bringing the position to 839 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #158.

Crumly & Associates first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Crumly & Associates held 839 shares of Vanguard Morningstar Total Stock Market ETF worth $310K as of Q2 2026.
  • Crumly & Associates bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Crumly & Associates's portfolio in Q2 2026, its #158 holding.
  • Crumly & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.