FC
VTI icon

Family CFO’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Family CFO’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 		$57M Sell
154,081
-370
-0.2% -$132K 21.94% 1
2026
Q1 		$49.5M Sell
154,451
-635
-0.4% -$213K 22.19% 1
2025
Q4 		$52M Sell
155,086
-302
-0.2% -$100K 23.25% 1
2025
Q3 		$51M Buy
155,388
+1,563
+1% +$494K 23.48% 1
2025
Q2 		$46.8M Buy
153,825
+2,091
+1% +$588K 23.42% 1
2025
Q1 		$41.7M Buy
151,734
+2,389
+2% +$694K 22.88% 1
2024
Q4 		$43.3M Buy
149,345
+3,395
+2% +$991K 23.83% 1
2024
Q3 		$41.3M Buy
145,950
+229
+0.2% +$62.5K 23.31% 1
2024
Q2 		$39M Sell
145,721
-772
-0.5% -$200K 23.99% 1
2024
Q1 		$38.1M Sell
146,493
-2,125
-1% -$526K 23.58% 1
2023
Q4 		$35.3M Buy
148,618
+2,362
+2% +$522K 22.74% 1
2023
Q3 		$31.1M Buy
146,256
+1,936
+1% +$429K 22.34% 1
2023
Q2 		$31.8M Buy
144,320
+6,174
+4% +$1.29M 22.44% 1
2023
Q1 		$28.2M Buy
138,146
+2,274
+2% +$455K 21.51% 1
2022
Q4 		$26M Buy
135,872
+434
+0.3% +$83.6K 23.33% 1
2022
Q3 		$24.3M Buy
135,438
+13,291
+11% +$2.65M 25.76% 1
2022
Q2 		$23M Buy
122,147
+1,364
+1% +$280K 25.16% 1
2022
Q1 		$27.5M Sell
120,783
-3,309
-3% -$744K 27.92% 1
2021
Q4 		$30M Buy
+124,092
New +$29.3M 28.92% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Family CFO's VTI Position: Q2 2026 in Review

Family CFO reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, selling an estimated $132K and leaving 154,081 shares worth $57M. The position accounts for 21.94% of the portfolio, ranked #1.

Family CFO first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Family CFO held 154,081 shares of Vanguard Morningstar Total Stock Market ETF worth $57M as of Q2 2026.
  • Family CFO sold 370 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Morningstar Total Stock Market ETF made up 21.94% of Family CFO's portfolio in Q2 2026, its #1 holding.
  • Family CFO first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.