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

Family 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	$2.98M	Buy	8,066 +2,777	+53%	+$993K	0.31%	73
2026 Q1	$1.7M	Hold	5,289	–	–	0.2%	92
2025 Q4	$1.77M	Hold	5,289	–	–	0.22%	82
2025 Q3	$1.74M	Hold	5,289	–	–	0.24%	84
2025 Q2	$1.61M	Hold	5,289	–	–	0.24%	80
2025 Q1	$1.45M	Buy	5,289 +68	+1%	+$19.8K	0.24%	79
2024 Q4	$1.51M	Buy	5,221 +2,302	+79%	+$672K	0.24%	77
2024 Q3	$827K	Buy	2,919 +897	+44%	+$245K	0.14%	92
2024 Q2	$541K	Hold	2,022	–	–	0.1%	98
2024 Q1	$526K	Hold	2,022	–	–	0.1%	98
2023 Q4	$480K	Hold	2,022	–	–	0.1%	90
2023 Q3	$429K	Hold	2,022	–	–	0.1%	81
2023 Q2	$445K	Sell	2,022 -1,078	-35%	-$225K	0.1%	84
2023 Q1	$633K	Hold	3,100	–	–	0.15%	69
2022 Q4	$593K	Buy	3,100 +167	+6%	+$32.2K	0.14%	80
2022 Q3	$526K	Buy	2,933 +57	+2%	+$11.4K	0.14%	88
2022 Q2	$542K	Buy	2,876 +541	+23%	+$111K	0.15%	90
2022 Q1	$532K	Hold	2,335	–	–	0.15%	92
2021 Q4	$564K	Buy	2,335 +395	+20%	+$93.2K	0.15%	98
2021 Q3	$431K	Hold	1,940	–	–	0.12%	116
2021 Q2	$432K	Buy	1,940 +1,270	+190%	+$276K	0.11%	118
2021 Q1	$138K	Hold	670	–	–	0.04%	150
2020 Q4	$130K	Buy	+670	New	+$122K	0.04%	160
2020 Q3	–	Sell	-1,498	Closed	-$234K	–	169
2020 Q2	$234K	Hold	1,498	–	–	0.1%	122
2020 Q1	$193K	Sell	1,498 -336	-18%	-$52K	0.1%	121
2019 Q4	$300K	Buy	1,834 +39	+2%	+$6.11K	0.1%	121
2019 Q3	$271K	Sell	1,795 -217	-11%	-$32.7K	0.1%	115
2019 Q2	$302K	Sell	2,012 -239	-11%	-$35.2K	0.12%	102
2019 Q1	$326K	Sell	2,251 -14	-0.6%	-$1.95K	0.14%	103
2018 Q4	$289K	Buy	+2,265	New	+$313K	0.12%	97

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

Family Management's VTI Position: Q2 2026 in Review

Family Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 53% in Q2 2026, buying an estimated $993K and bringing the position to 8,066 shares worth $2.98M. The position accounts for 0.31% of the portfolio, ranked #73.

Family Management first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Family Management held 8,066 shares of Vanguard Morningstar Total Stock Market ETF worth $2.98M as of Q2 2026.
Family Management bought 2,777 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $993K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Family Management's portfolio in Q2 2026, its #73 holding.
Family Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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