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

Curran Financial 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 		$1.7M Buy
4,589
+13
+0.3% +$4.65K 0.25% 53
2026
Q1 		$1.47M Sell
4,576
-593
-11% -$199K 0.26% 49
2025
Q4 		$1.73M Sell
5,169
-1,023
-17% -$340K 0.33% 49
2025
Q3 		$2.03M Buy
6,192
+1,129
+22% +$357K 0.4% 46
2025
Q2 		$1.54M Buy
5,063
+198
+4% +$55.7K 0.34% 50
2025
Q1 		$1.34M Buy
4,865
+410
+9% +$119K 0.33% 44
2024
Q4 		$1.29M Sell
4,455
-16
-0.4% -$4.67K 0.34% 45
2024
Q3 		$1.27M Sell
4,471
-18
-0.4% -$4.91K 0.36% 47
2024
Q2 		$1.2M Buy
4,489
+58
+1% +$15K 0.4% 45
2024
Q1 		$1.15M Sell
4,431
-370
-8% -$91.5K 0.4% 45
2023
Q4 		$1.16M Sell
4,801
-267
-5% -$59K 0.44% 43
2023
Q3 		$1.08M Buy
5,068
+370
+8% +$81.9K 0.47% 40
2023
Q2 		$1.03M Buy
4,698
+15
+0.3% +$3.13K 0.45% 43
2023
Q1 		$956K Sell
4,683
-198
-4% -$39.6K 0.45% 38
2022
Q4 		$933K Sell
4,881
-674
-12% -$130K 0.45% 42
2022
Q3 		$997K Sell
5,555
-2,633
-32% -$525K 0.51% 31
2022
Q2 		$1.54M Sell
8,188
-595
-7% -$122K 0.73% 29
2022
Q1 		$2M Sell
8,783
-2,947
-25% -$663K 0.82% 34
2021
Q4 		$2.83M Sell
11,730
-4,067
-26% -$960K 1.2% 19
2021
Q3 		$3.52M Buy
15,797
+146
+0.9% +$33.3K 1.8% 19
2021
Q2 		$3.49M Buy
15,651
+280
+2% +$60.8K 1.92% 19
2021
Q1 		$3.18M Sell
15,371
-18
-0.1% -$3.64K 2.28% 15
2020
Q4 		$3M Buy
+15,389
New +$2.81M 2.57% 15

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

Curran Financial Partners's VTI Position: Q2 2026 in Review

Curran Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q2 2026, buying an estimated $4.65K and bringing the position to 4,589 shares worth $1.7M. The position accounts for 0.25% of the portfolio, ranked #53.

Curran Financial Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.52M in Q3 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Curran Financial Partners held 4,589 shares of Vanguard Morningstar Total Stock Market ETF worth $1.7M as of Q2 2026.
  • Curran Financial Partners bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Curran Financial Partners's portfolio in Q2 2026, its #53 holding.
  • Curran Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $3.52M in Q3 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.