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Cutler Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cutler Investment Counsel’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 		$6.95M Sell
18,791
-295
-2% -$105K 0.65% 52
2026
Q1 		$6.12M Sell
19,086
-638
-3% -$214K 0.63% 51
2025
Q4 		$6.61M Sell
19,724
-363
-2% -$121K 0.69% 49
2025
Q3 		$6.61M Sell
20,087
-236
-1% -$74.5K 0.69% 49
2025
Q2 		$6.2M Buy
20,323
+436
+2% +$123K 0.69% 50
2025
Q1 		$5.47M Sell
19,887
-1,730
-8% -$503K 0.66% 51
2024
Q4 		$6.26M Sell
21,617
-1,583
-7% -$462K 0.78% 44
2024
Q3 		$6.59M Sell
23,200
-518
-2% -$141K 0.83% 46
2024
Q2 		$6.37M Buy
23,718
+37
+0.2% +$9.58K 0.87% 45
2024
Q1 		$6.15M Buy
23,681
+532
+2% +$132K 0.83% 45
2023
Q4 		$5.49M Sell
23,149
-697
-3% -$154K 0.78% 45
2023
Q3 		$5.07M Sell
23,846
-38
-0.2% -$8.41K 0.8% 44
2023
Q2 		$5.26M Sell
23,884
-85
-0.4% -$17.7K 0.8% 44
2023
Q1 		$4.89M Sell
23,969
-1,321
-5% -$264K 0.76% 44
2022
Q4 		$4.84M Sell
25,290
-383
-1% -$73.8K 0.74% 46
2022
Q3 		$4.61M Buy
25,673
+1,088
+4% +$217K 0.77% 44
2022
Q2 		$4.64M Sell
24,585
-1,169
-5% -$240K 0.73% 47
2022
Q1 		$5.86M Buy
+25,754
New +$5.79M 0.81% 45

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

Cutler Investment Counsel's VTI Position: Q2 2026 in Review

Cutler Investment Counsel reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $105K and leaving 18,791 shares worth $6.95M. The position accounts for 0.65% of the portfolio, ranked #52.

Cutler Investment Counsel first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cutler Investment Counsel held 18,791 shares of Vanguard Morningstar Total Stock Market ETF worth $6.95M as of Q2 2026.
  • Cutler Investment Counsel sold 295 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.65% of Cutler Investment Counsel's portfolio in Q2 2026, its #52 holding.
  • Cutler Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.