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Diligent Investors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Diligent Investors’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 		$320K Buy
866
+1
+0.1% +$358 0.07% 278
2026
Q1 		$277K Buy
865
+1
+0.1% +$336 0.07% 286
2025
Q4 		$290K Buy
864
+67
+8% +$22.3K 0.07% 272
2025
Q3 		$262K Sell
797
-804
-50% -$254K 0.07% 281
2025
Q2 		$487K Sell
1,601
-53
-3% -$14.9K 0.12% 201
2025
Q1 		$455K Buy
1,654
+4
+0.2% +$1.16K 0.11% 215
2024
Q4 		$478K Sell
1,650
-21
-1% -$6.13K 0.11% 215
2024
Q3 		$473K Buy
1,671
+3
+0.2% +$818 0.11% 206
2024
Q2 		$446K Buy
1,668
+5
+0.3% +$1.29K 0.11% 204
2024
Q1 		$432K Buy
1,663
+16
+1% +$3.96K 0.11% 208
2023
Q4 		$391K Buy
1,647
+41
+3% +$9.06K 0.11% 208
2023
Q3 		$341K Sell
1,606
-268
-14% -$59.3K 0.1% 201
2023
Q2 		$413K Buy
1,874
+393
+27% +$82K 0.12% 181
2023
Q1 		$302K Sell
1,481
-5
-0.3% -$1K 0.09% 209
2022
Q4 		$284K Buy
+1,486
New +$286K 0.09% 206
2022
Q3 		– Sell
-1,088
Closed -$205K – 264
2022
Q2 		$205K Buy
1,088
+26
+2% +$5.34K 0.07% 230
2022
Q1 		$242K Buy
1,062
+14
+1% +$3.15K 0.07% 232
2021
Q4 		$253K Buy
1,048
+72
+7% +$17K 0.07% 221
2021
Q3 		$217K Hold
976
– – 0.07% 216
2021
Q2 		$217K Buy
+976
New +$212K 0.07% 217
2020
Q1 		– Sell
-1,422
Closed -$233K – 215
2019
Q4 		$233K Buy
1,422
+62
+5% +$9.71K 0.11% 177
2019
Q3 		$205K Hold
1,360
– – 0.1% 196
2019
Q2 		$204K Buy
+1,360
New +$200K 0.1% 195
2018
Q4 		– Sell
-1,414
Closed -$212K – 204
2018
Q3 		$212K Buy
+1,414
New +$208K 0.12% 177

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

Diligent Investors's VTI Position: Q2 2026 in Review

Diligent Investors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q2 2026, buying an estimated $358 and bringing the position to 866 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #278.

Diligent Investors first reported a position in VTI in Q3 2018 and has held it in 24 quarters since. The position peaked at $487K in Q2 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Diligent Investors held 866 shares of Vanguard Morningstar Total Stock Market ETF worth $320K as of Q2 2026.
  • Diligent Investors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Diligent Investors's portfolio in Q2 2026, its #278 holding.
  • Diligent Investors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 24 quarters since.
  • Diligent Investors's Vanguard Morningstar Total Stock Market ETF position peaked at $487K in Q2 2025.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.