Curbstone Financial Management Corp’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Curbstone Financial Management Corp’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	$1.05M	Buy	2,840 +20	+0.7%	+$7.15K	0.18%	115
2026 Q1	$905K	Hold	2,820	–	–	0.17%	117
2025 Q4	$946K	Sell	2,820 -114	-4%	-$37.9K	0.18%	116
2025 Q3	$963K	Buy	2,934 +720	+33%	+$227K	0.19%	117
2025 Q2	$673K	Hold	2,214	–	–	0.14%	142
2025 Q1	$609K	Hold	2,214	–	–	0.13%	148
2024 Q4	$642K	Sell	2,214 -10	-0.4%	-$2.92K	0.14%	141
2024 Q3	$630K	Hold	2,224	–	–	0.13%	145
2024 Q2	$595K	Buy	+2,224	New	+$576K	0.13%	148

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curbstone Financial Management Corp's VTI Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.71% in Q2 2026, buying an estimated $7.15K and bringing the position to 2,840 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #115.

Curbstone Financial Management Corp first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Curbstone Financial Management Corp held 2,840 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q2 2026.
Curbstone Financial Management Corp bought 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #115 holding.
Curbstone Financial Management Corp first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.