Empirical Finance’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.8M Sell
39,868
-15,182
-28% -$5.43M 0.61% 29
2026
Q1
$17.7M Buy
+55,050
New +$18.5M 0.83% 21
2025
Q4
Sell
-55,050
Closed -$18.1M 508
2025
Q3
$18.1M Hold
55,050
0.86% 15
2025
Q2
$16.7M Buy
55,050
+2,664
+5% +$749K 0.88% 17
2025
Q1
$14.4M Sell
52,386
-2,914
-5% -$847K 0.87% 19
2024
Q4
$16M Sell
55,300
-74
-0.1% -$21.6K 0.93% 16
2024
Q3
$15.7M Hold
55,374
0.91% 16
2024
Q2
$14.8M Hold
55,374
0.93% 16
2024
Q1
$14.4M Sell
55,374
-650
-1% -$161K 0.88% 18
2023
Q4
$13.3M Sell
56,024
-4,619
-8% -$1.02M 0.93% 18
2023
Q3
$12.9M Buy
60,643
+1
+0% +$221 0.95% 20
2023
Q2
$13.4M Sell
60,642
-621
-1% -$130K 1.03% 19
2023
Q1
$12.5M Sell
61,263
-4
-0% -$801 1.17% 14
2022
Q4
$11.7M Sell
61,267
-6,086
-9% -$1.17M 1.21% 15
2022
Q3
$12.1M Buy
67,353
+2,869
+4% +$572K 1.43% 11
2022
Q2
$12.2M Sell
64,484
-2,366
-4% -$486K 1.55% 10
2022
Q1
$15.2M Sell
66,850
-2,787
-4% -$627K 1.7% 10
2021
Q4
$16.8M Buy
69,637
+2
+0% +$472 1.99% 8
2021
Q3
$15.5M Hold
69,635
2.33% 8
2021
Q2
$15.5M Sell
69,635
-701
-1% -$152K 2.53% 8
2021
Q1
$13.7M Hold
70,336
2.41% 9
2020
Q4
$13.7M Buy
70,336
+39,783
+130% +$7.27M 2.41% 9
2020
Q3
$5.2M Sell
30,553
-298
-1% -$50.1K 1.11% 13
2020
Q2
$4.83M Sell
30,851
-2,623
-8% -$387K 1.24% 11
2020
Q1
$4.32M Sell
33,474
-26,558
-44% -$4.11M 1.34% 14
2019
Q4
$9.82M Sell
60,032
-196
-0.3% -$30.7K 2.39% 7
2019
Q3
$9.09M Buy
60,228
+218
+0.4% +$32.9K 2.54% 6
2019
Q2
$9.01M Buy
60,010
+5,484
+10% +$808K 2.47% 6
2019
Q1
$7.89M Buy
54,526
+1,080
+2% +$151K 2.01% 6
2018
Q4
$6.82M Buy
+53,446
New +$7.38M 2.02% 7
2018
Q2
Sell
-54,526
Closed -$7.89M 201
2018
Q1
$7.89M Buy
+54,526
New +$7.65M 2.01% 6
2017
Q2
Sell
-32,116
Closed -$3.9M 128
2017
Q1
$3.9M Buy
32,116
+29,379
+1,073% +$3.52M 1.82% 5
2016
Q4
$316K Buy
+2,737
New +$308K 0.21% 59

Other funds holding VTI

Empirical Finance's VTI Position: Q2 2026 in Review

Empirical Finance reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q2 2026, selling an estimated $5.43M and leaving 39,868 shares worth $14.8M. The position accounts for 0.61% of the portfolio, ranked #29.

Empirical Finance first reported a position in VTI in Q4 2016 and has held it in 33 quarters since. The position peaked at $18.1M in Q3 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Empirical Finance held 39,868 shares of Vanguard Morningstar Total Stock Market ETF worth $14.8M as of Q2 2026.
  • Empirical Finance sold 15,182 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.43M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.61% of Empirical Finance's portfolio in Q2 2026, its #29 holding.
  • Empirical Finance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 33 quarters since.
  • Empirical Finance's Vanguard Morningstar Total Stock Market ETF position peaked at $18.1M in Q3 2025.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.