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Fairview Capital Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fairview Capital 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 		$16M Buy
43,183
+234
+0.5% +$83.7K 0.84% 30
2026
Q1 		$13.8M Sell
42,949
-944
-2% -$317K 0.75% 34
2025
Q4 		$14.7M Buy
43,893
+194
+0.4% +$64.5K 0.76% 30
2025
Q3 		$14.3M Buy
43,699
+162
+0.4% +$51.2K 0.73% 28
2025
Q2 		$13.2M Buy
43,537
+437
+1% +$123K 0.68% 30
2025
Q1 		$11.8M Sell
43,100
-1,075
-2% -$312K 0.63% 34
2024
Q4 		$12.8M Buy
44,175
+1,126
+3% +$329K 0.66% 30
2024
Q3 		$12.2M Sell
43,049
-195
-0.5% -$53.2K 0.66% 35
2024
Q2 		$11.6M Sell
43,244
-285
-0.7% -$73.8K 0.65% 35
2024
Q1 		$11.3M Sell
43,529
-6,426
-13% -$1.59M 0.64% 39
2023
Q4 		$11.9M Buy
49,955
+5,986
+14% +$1.32M 0.71% 33
2023
Q3 		$9.34M Sell
43,969
-791
-2% -$175K 0.6% 38
2023
Q2 		$9.86M Sell
44,760
-536
-1% -$112K 0.62% 36
2023
Q1 		$9.25M Sell
45,296
-4,752
-9% -$951K 0.6% 39
2022
Q4 		$9.57M Buy
50,048
+6,998
+16% +$1.35M 0.65% 36
2022
Q3 		$7.73M Sell
43,050
-1,172
-3% -$234K 0.55% 42
2022
Q2 		$8.34M Sell
44,222
-747
-2% -$153K 0.58% 41
2022
Q1 		$10.2M Sell
44,969
-3,456
-7% -$777K 0.64% 36
2021
Q4 		$11.7M Buy
48,425
+2,528
+6% +$597K 0.75% 32
2021
Q3 		$10.2M Sell
45,897
-3,040
-6% -$693K 0.7% 35
2021
Q2 		$10.9M Buy
48,937
+493
+1% +$107K 0.75% 33
2021
Q1 		$10M Buy
48,444
+741
+2% +$150K 0.36% 54
2020
Q4 		$9.28M Buy
47,703
+2,222
+5% +$406K 0.38% 50
2020
Q3 		$7.75M Buy
45,481
+2,194
+5% +$369K 0.36% 49
2020
Q2 		$6.78M Buy
43,287
+4,508
+12% +$665K 0.33% 47
2020
Q1 		$5M Buy
38,779
+7,422
+24% +$1.15M 0.3% 45
2019
Q4 		$5.13M Buy
31,357
+7,230
+30% +$1.13M 0.25% 48
2019
Q3 		$3.64M Buy
24,127
+465
+2% +$70.1K 0.18% 61
2019
Q2 		$3.55M Sell
23,662
-740
-3% -$109K 0.18% 62
2019
Q1 		$3.53M Sell
24,402
-2,115
-8% -$295K 0.19% 59
2018
Q4 		$3.38M Sell
26,517
-577
-2% -$79.7K 0.2% 58
2018
Q3 		$4.05M Sell
27,094
-551
-2% -$81.1K 0.23% 50
2018
Q2 		$3.88M Buy
27,645
+4,631
+20% +$646K 0.23% 48
2018
Q1 		$3.12M Sell
23,014
-2,578
-10% -$361K 0.2% 52
2017
Q4 		$3.51M Buy
25,592
+1,250
+5% +$167K 0.21% 50
2017
Q3 		$3.15M Buy
24,342
+3,135
+15% +$397K 0.2% 49
2017
Q2 		$2.64M Buy
21,207
+6,802
+47% +$838K 0.17% 51
2017
Q1 		$1.75M Buy
14,405
+301
+2% +$36K 0.12% 53
2016
Q4 		$1.63M Sell
14,104
-625
-4% -$70.3K 0.12% 55
2016
Q3 		$1.64M Hold
14,729
– – 0.13% 50
2016
Q2 		$1.58M Sell
14,729
-1,050
-7% -$111K 0.13% 47
2016
Q1 		$1.65M Sell
15,779
-2,575
-14% -$255K 0.14% 45
2015
Q4 		$1.91M Buy
18,354
+203
+1% +$21.4K 0.16% 42
2015
Q3 		$1.79M Sell
18,151
-525
-3% -$55.1K 0.16% 41
2015
Q2 		$2M Buy
18,676
+15,590
+505% +$1.7M 0.17% 40
2015
Q1 		$331K Sell
3,086
-2,000
-39% -$214K 0.03% 62
2014
Q4 		$539K Buy
5,086
+1,900
+60% +$197K 0.04% 64
2014
Q3 		$323K Sell
3,186
-400
-11% -$40.9K 0.03% 66
2014
Q2 		$365K Hold
3,586
– – 0.03% 67
2014
Q1 		$350K Buy
3,586
+200
+6% +$19.1K 0.03% 64
2013
Q4 		$325K Buy
+3,386
New +$311K 0.03% 62
2013
Q3 		– Sell
-2,428
Closed -$201K – 68
2013
Q2 		$201K Buy
+2,428
New +$201K 0.02% 69

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

Fairview Capital Investment Management's VTI Position: Q2 2026 in Review

Fairview Capital Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.54% in Q2 2026, buying an estimated $83.7K and bringing the position to 43,183 shares worth $16M. The position accounts for 0.84% of the portfolio, ranked #30.

Fairview Capital Investment Management first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fairview Capital Investment Management held 43,183 shares of Vanguard Morningstar Total Stock Market ETF worth $16M as of Q2 2026.
  • Fairview Capital Investment Management bought 234 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $83.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of Fairview Capital Investment Management's portfolio in Q2 2026, its #30 holding.
  • Fairview Capital Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.