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F.L. Putnam Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

F.L. Putnam Investment 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 		$57.3M Sell
154,859
-3,413
-2% -$1.22M 0.68% 30
2026
Q1 		$50.8M Buy
158,272
+5,473
+4% +$1.84M 0.76% 26
2025
Q4 		$51.2M Buy
152,799
+1,554
+1% +$517K 0.75% 27
2025
Q3 		$49.6M Sell
151,245
-8,536
-5% -$2.7M 0.74% 27
2025
Q2 		$48.6M Buy
159,781
+2,611
+2% +$734K 0.83% 21
2025
Q1 		$43.2M Buy
157,170
+13,677
+10% +$3.97M 0.81% 24
2024
Q4 		$41.6M Buy
143,493
+32
+0% +$9.34K 0.76% 27
2024
Q3 		$40.6M Sell
143,461
-98,092
-41% -$26.8M 0.73% 28
2024
Q2 		$64.6M Buy
241,553
+195,533
+425% +$50.6M 1.21% 15
2024
Q1 		$12M Sell
46,020
-561
-1% -$139K 0.25% 85
2023
Q4 		$11M Sell
46,581
-1,002
-2% -$222K 0.26% 87
2023
Q3 		$10.1M Buy
47,583
+68
+0.1% +$15.1K 0.28% 81
2023
Q2 		$10.5M Buy
47,515
+1,392
+3% +$290K 0.29% 80
2023
Q1 		$9.41M Buy
46,123
+142
+0.3% +$28.4K 0.31% 80
2022
Q4 		$8.79M Sell
45,981
-1,445
-3% -$278K 0.32% 77
2022
Q3 		$8.51M Buy
47,426
+20
+0% +$3.99K 0.33% 70
2022
Q2 		$8.94M Buy
47,406
+1,622
+4% +$333K 0.33% 68
2022
Q1 		$10.4M Buy
45,784
+17
+0% +$3.82K 0.33% 66
2021
Q4 		$11.1M Sell
45,767
-636
-1% -$150K 0.34% 63
2021
Q3 		$10.3M Sell
46,403
-1,099
-2% -$251K 0.35% 67
2021
Q2 		$10.6M Sell
47,502
-1,432
-3% -$311K 0.37% 66
2021
Q1 		$10.1M Sell
48,934
-2,114
-4% -$428K 0.44% 55
2020
Q4 		$9.94M Buy
51,048
+1,850
+4% +$338K 0.47% 54
2020
Q3 		$8.38M Sell
49,198
-2,322
-5% -$391K 0.46% 58
2020
Q2 		$8.06M Sell
51,520
-206
-0.4% -$30.4K 0.48% 54
2020
Q1 		$6.67M Buy
51,726
+1,169
+2% +$181K 0.51% 57
2019
Q4 		$8.27M Sell
50,557
-337
-0.7% -$52.8K 0.51% 59
2019
Q3 		$7.68M Buy
50,894
+37,089
+269% +$5.59M 0.54% 57
2019
Q2 		$2.07M Sell
13,805
-393
-3% -$57.9K 0.17% 107
2019
Q1 		$2.06M Buy
14,198
+9
+0.1% +$1.26K 0.17% 103
2018
Q4 		$1.81M Sell
14,189
-153
-1% -$21.1K 0.2% 100
2018
Q3 		$2.15M Sell
14,342
-2,055
-13% -$302K 0.2% 105
2018
Q2 		$2.3M Buy
16,397
+38
+0.2% +$5.3K 0.22% 104
2018
Q1 		$2.22M Buy
16,359
+1,459
+10% +$205K 0.2% 110
2017
Q4 		$2.04M Buy
14,900
+536
+4% +$71.7K 0.19% 106
2017
Q3 		$1.86M Buy
+14,364
New +$1.82M 0.18% 107
2017
Q1 		$1.78M Buy
14,698
+595
+4% +$71.3K 0.19% 108
2016
Q4 		$1.63M Sell
14,103
-1,815
-11% -$204K 0.19% 101
2016
Q3 		$1.77M Sell
15,918
-210
-1% -$23.3K 0.2% 89
2016
Q2 		$1.73M Buy
16,128
+8
+0% +$848 0.2% 85
2016
Q1 		$1.69M Sell
16,120
-570
-3% -$56.5K 0.2% 89
2015
Q4 		$1.74M Buy
16,690
+2,300
+16% +$242K 0.2% 84
2015
Q3 		$1.42M Buy
14,390
+520
+4% +$54.6K 0.18% 100
2015
Q2 		$1.48M Buy
13,870
+1,911
+16% +$209K 0.17% 108
2015
Q1 		$1.28M Sell
11,959
-703
-6% -$75.1K 0.14% 117
2014
Q4 		$1.34M Buy
12,662
+1,145
+10% +$118K 0.16% 113
2014
Q3 		$1.17M Buy
11,517
+631
+6% +$64.5K 0.14% 128
2014
Q2 		$1.11M Buy
10,886
+570
+6% +$56.2K 0.13% 136
2014
Q1 		$1.01M Buy
10,316
+211
+2% +$20.2K 0.12% 140
2013
Q4 		$969K Buy
10,105
+1,300
+15% +$120K 0.12% 136
2013
Q3 		$772K Sell
8,805
-45
-0.5% -$3.91K 0.1% 142
2013
Q2 		$732K Buy
+8,850
New +$734K 0.1% 136

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

F.L. Putnam Investment Management's VTI Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, selling an estimated $1.22M and leaving 154,859 shares worth $57.3M. The position accounts for 0.68% of the portfolio, ranked #30.

F.L. Putnam Investment Management first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.6M in Q2 2024. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • F.L. Putnam Investment Management held 154,859 shares of Vanguard Morningstar Total Stock Market ETF worth $57.3M as of Q2 2026.
  • F.L. Putnam Investment Management sold 3,413 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.22M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.68% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #30 holding.
  • F.L. Putnam Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
  • F.L. Putnam Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $64.6M in Q2 2024.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.