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

Family Office Research’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	$829K	Buy	2,239 +98	+5%	+$35K	0.31%	34
2026 Q1	$687K	Buy	2,141 +6	+0.3%	+$2.01K	0.3%	34
2025 Q4	$723K	Buy	2,135 +11	+0.5%	+$3.66K	0.3%	35
2025 Q3	$697K	Buy	2,124 +5	+0.2%	+$1.58K	0.31%	36
2025 Q2	$644K	Buy	2,119 +287	+16%	+$80.7K	0.3%	33
2025 Q1	$504K	Buy	1,832 +7	+0.4%	+$2.03K	0.25%	41
2024 Q4	$529K	Buy	+1,825	New	+$532K	0.23%	44

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 Office Research's VTI Position: Q2 2026 in Review

Family Office Research increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q2 2026, buying an estimated $35K and bringing the position to 2,239 shares worth $829K. The position accounts for 0.31% of the portfolio, ranked #34.

Family Office Research first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Family Office Research held 2,239 shares of Vanguard Morningstar Total Stock Market ETF worth $829K as of Q2 2026.
Family Office Research bought 98 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $35K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Family Office Research's portfolio in Q2 2026, its #34 holding.
Family Office Research first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.