Elm Partners Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Elm Partners Management’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	$432M	Buy	1,166,423 +206,261	+21%	+$73.8M	15.49%	1
2026 Q1	$299M	Sell	960,162 -35,856	-4%	-$12M	12.97%	1
2025 Q4	$334M	Buy	996,018 +54,790	+6%	+$18.2M	15.15%	1
2025 Q3	$309M	Buy	941,228 +97,160	+12%	+$30.7M	15.43%	1
2025 Q2	$257M	Buy	844,068 +438,708	+108%	+$123M	14.89%	1
2025 Q1	$111M	Sell	405,360 -491,292	-55%	-$143M	7.17%	5
2024 Q4	$260M	Buy	896,652 +98,506	+12%	+$28.7M	17.75%	1
2024 Q3	$226M	Buy	798,146 +86,564	+12%	+$23.6M	16.15%	1
2024 Q2	$190M	Buy	711,582 +35,613	+5%	+$9.22M	14.62%	1
2024 Q1	$176M	Buy	675,969 +81,178	+14%	+$20.1M	13.9%	1
2023 Q4	$141M	Buy	594,791 +32,462	+6%	+$7.18M	12.82%	1
2023 Q3	$119M	Sell	562,329 -30,768	-5%	-$6.81M	12.35%	2
2023 Q2	$131M	Buy	593,097 +226,087	+62%	+$47.2M	13.16%	1
2023 Q1	$74.9M	Buy	367,010 +48,633	+15%	+$9.74M	7.88%	5
2022 Q4	$60.9M	Sell	318,377 -83,670	-21%	-$16.1M	7.04%	5
2022 Q3	$72.2M	Sell	402,047 -20,805	-5%	-$4.15M	9.74%	3
2022 Q2	$79.8M	Sell	422,852 -16,030	-4%	-$3.29M	10.4%	2
2022 Q1	$99.9M	Sell	438,882 -231,053	-34%	-$52M	12.63%	2
2021 Q4	$162M	Buy	669,935 +45,408	+7%	+$10.7M	19.94%	1
2021 Q3	$139M	Buy	624,527 +57,223	+10%	+$13M	18.51%	1
2021 Q2	$126M	Buy	567,304 +13,794	+2%	+$2.99M	16.63%	1
2021 Q1	$114M	Buy	553,510 +31,250	+6%	+$6.32M	16.27%	1
2020 Q4	$102M	Buy	522,260 +2,772	+0.5%	+$507K	15.19%	1
2020 Q3	$88.5M	Buy	519,488 +9,531	+2%	+$1.6M	14.88%	1
2020 Q2	$79.8M	Buy	509,957 +272,929	+115%	+$40.2M	14.25%	1
2020 Q1	$30.6M	Buy	237,028 +198,723	+519%	+$30.7M	6.72%	5
2019 Q4	$5.78M	Sell	38,305 -100,469	-72%	-$15.7M	1.27%	21
2019 Q3	$21M	Buy	138,774 +5,552	+4%	+$837K	4.74%	6
2019 Q2	$20M	Sell	133,222 -52,229	-28%	-$7.69M	4.48%	7
2019 Q1	$26.8M	Buy	185,451 +101,516	+121%	+$14.2M	7.18%	5
2018 Q4	$10.6M	Buy	+83,935	New	+$11.6M	3.66%	7

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

Elm Partners Management's VTI Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, buying an estimated $73.8M and bringing the position to 1,166,423 shares worth $432M. The position accounts for 15.49% of the portfolio, ranked #1.

Elm Partners Management first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Elm Partners Management held 1,166,423 shares of Vanguard Morningstar Total Stock Market ETF worth $432M as of Q2 2026.
Elm Partners Management bought 206,261 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $73.8M.
Vanguard Morningstar Total Stock Market ETF made up 15.49% of Elm Partners Management's portfolio in Q2 2026, its #1 holding.
Elm Partners Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.