Culbertson A N & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.6M | Sell |
36,726
-458
| -1% | -$164K | 1.58% | 16 |
|
|
2026
Q1 | $11.9M | Sell |
37,184
-1,487
| -4% | -$499K | 1.55% | 17 |
|
|
2025
Q4 | $13M | Sell |
38,671
-724
| -2% | -$241K | 1.78% | 14 |
|
|
2025
Q3 | $12.9M | Sell |
39,395
-381
| -1% | -$120K | 1.83% | 14 |
|
|
2025
Q2 | $12.1M | Sell |
39,776
-578
| -1% | -$163K | 1.86% | 14 |
|
|
2025
Q1 | $11.1M | Sell |
40,354
-660
| -2% | -$192K | 1.77% | 15 |
|
|
2024
Q4 | $11.9M | Buy |
41,014
+134
| +0.3% | +$39.1K | 1.89% | 13 |
|
|
2024
Q3 | $11.6M | Sell |
40,880
-229
| -0.6% | -$62.5K | 1.86% | 14 |
|
|
2024
Q2 | $11M | Sell |
41,109
-309
| -0.7% | -$80K | 1.92% | 12 |
|
|
2024
Q1 | $10.8M | Buy |
41,418
+604
| +1% | +$149K | 1.86% | 14 |
|
|
2023
Q4 | $9.68M | Sell |
40,814
-322
| -0.8% | -$71.2K | 1.8% | 15 |
|
|
2023
Q3 | $8.74M | Buy |
41,136
+2,088
| +5% | +$462K | 1.75% | 18 |
|
|
2023
Q2 | $8.6M | Buy |
39,048
+2,597
| +7% | +$542K | 1.66% | 19 |
|
|
2023
Q1 | $7.44M | Buy |
36,451
+3,503
| +11% | +$701K | 1.52% | 21 |
|
|
2022
Q4 | $6.3M | Buy |
32,948
+3,254
| +11% | +$627K | 1.33% | 26 |
|
|
2022
Q3 | $5.33M | Buy |
29,694
+630
| +2% | +$126K | 1.24% | 27 |
|
|
2022
Q2 | $5.48M | Buy |
29,064
+180
| +0.6% | +$37K | 1.19% | 31 |
|
|
2022
Q1 | $6.58M | Sell |
28,884
-1,417
| -5% | -$319K | 1.24% | 26 |
|
|
2021
Q4 | $7.32M | Buy |
30,301
+245
| +0.8% | +$57.8K | 1.38% | 23 |
|
|
2021
Q3 | $6.67M | Buy |
30,056
+545
| +2% | +$124K | 1.37% | 23 |
|
|
2021
Q2 | $6.58M | Buy |
29,511
+261
| +0.9% | +$56.6K | 1.37% | 25 |
|
|
2021
Q1 | $6.05M | Buy |
29,250
+1,638
| +6% | +$331K | 1.33% | 25 |
|
|
2020
Q4 | $5.37M | Sell |
27,612
-105
| -0.4% | -$19.2K | 1.28% | 27 |
|
|
2020
Q3 | $4.72M | Buy |
27,717
+342
| +1% | +$57.5K | 1.25% | 26 |
|
|
2020
Q2 | $4.29M | Buy |
27,375
+427
| +2% | +$63K | 1.18% | 28 |
|
|
2020
Q1 | $3.47M | Buy |
26,948
+1,841
| +7% | +$285K | 1.12% | 33 |
|
|
2019
Q4 | $4.11M | Buy |
25,107
+1,912
| +8% | +$300K | 1.06% | 34 |
|
|
2019
Q3 | $3.5M | Buy |
23,195
+2,875
| +14% | +$433K | 0.96% | 41 |
|
|
2019
Q2 | $3.05M | Buy |
20,320
+2,035
| +11% | +$300K | 0.85% | 43 |
|
|
2019
Q1 | $2.65M | Buy |
18,285
+1,245
| +7% | +$174K | 0.76% | 45 |
|
|
2018
Q4 | $2.17M | Sell |
17,040
-1,006
| -6% | -$139K | 0.69% | 48 |
|
|
2018
Q3 | $2.7M | Buy |
18,046
+592
| +3% | +$87.1K | 0.74% | 48 |
|
|
2018
Q2 | $2.45M | Buy |
17,454
+401
| +2% | +$55.9K | 0.73% | 48 |
|
|
2018
Q1 | $2.31M | Buy |
17,053
+1,854
| +12% | +$260K | 0.69% | 47 |
|
|
2017
Q4 | $2.09M | Buy |
15,199
+2,224
| +17% | +$298K | 0.59% | 54 |
|
|
2017
Q3 | $1.68M | Buy |
12,975
+1,583
| +14% | +$200K | 0.51% | 59 |
|
|
2017
Q2 | $1.42M | Buy |
11,392
+680
| +6% | +$83.8K | 0.45% | 63 |
|
|
2017
Q1 | $1.3M | Buy |
10,712
+810
| +8% | +$97K | 0.42% | 65 |
|
|
2016
Q4 | $1.14M | Buy |
9,902
+2,249
| +29% | +$253K | 0.39% | 65 |
|
|
2016
Q3 | $852K | Buy |
7,653
+1,104
| +17% | +$122K | 0.3% | 69 |
|
|
2016
Q2 | $702K | Buy |
6,549
+191
| +3% | +$20.2K | 0.26% | 71 |
|
|
2016
Q1 | $666K | Buy |
6,358
+100
| +2% | +$9.92K | 0.26% | 69 |
|
|
2015
Q4 | $653K | Hold |
6,258
| – | – | 0.26% | 71 |
|
|
2015
Q3 | $618K | Hold |
6,258
| – | – | 0.26% | 71 |
|
|
2015
Q2 | $669K | Hold |
6,258
| – | – | 0.26% | 71 |
|
|
2015
Q1 | $671K | Hold |
6,258
| – | – | 0.27% | 70 |
|
|
2014
Q4 | $663K | Hold |
6,258
| – | – | 0.27% | 69 |
|
|
2014
Q3 | $634K | Sell |
6,258
-30
| -0.5% | -$3.07K | 0.27% | 70 |
|
|
2014
Q2 | $640K | Hold |
6,288
| – | – | 0.28% | 70 |
|
|
2014
Q1 | $613K | Buy |
6,288
+642
| +11% | +$61.5K | 0.29% | 68 |
|
|
2013
Q4 | $542K | Buy |
5,646
+1,200
| +27% | +$110K | 0.26% | 65 |
|
|
2013
Q3 | $390K | Sell |
4,446
-5
| -0.1% | -$435 | 0.21% | 72 |
|
|
2013
Q2 | $368K | Buy |
+4,451
| New | +$369K | 0.21% | 72 |
|
Other funds holding VTI
RIM
WI
Culbertson A N & Co's VTI Position: Q2 2026 in Review
Culbertson A N & Co reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $164K and leaving 36,726 shares worth $13.6M. The position accounts for 1.58% of the portfolio, ranked #16.
Culbertson A N & Co first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Culbertson A N & Co held 36,726 shares of Vanguard Morningstar Total Stock Market ETF worth $13.6M as of Q2 2026.
- Culbertson A N & Co sold 458 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $164K.
- Vanguard Morningstar Total Stock Market ETF made up 1.58% of Culbertson A N & Co's portfolio in Q2 2026, its #16 holding.
- Culbertson A N & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.