Farnam Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Farnam Financial’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	$11M	Sell	29,835 -6,405	-18%	-$2.29M	8.05%	2
2026 Q1	$11.6M	Sell	36,240 -2,275	-6%	-$763K	9.57%	1
2025 Q4	$12.9M	Sell	38,515 -2,256	-6%	-$751K	9.72%	2
2025 Q3	$13.4M	Sell	40,771 -231	-0.6%	-$73K	10.4%	2
2025 Q2	$12.5M	Sell	41,002 -6,734	-14%	-$1.89M	11.2%	3
2025 Q1	$13.1M	Buy	47,736 +475	+1%	+$138K	13.32%	3
2024 Q4	$13.7M	Sell	47,261 -1,984	-4%	-$579K	14.32%	3
2024 Q3	$13.9M	Buy	+49,245	New	+$13.4M	15.31%	2

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

Farnam Financial's VTI Position: Q2 2026 in Review

Farnam Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 18% in Q2 2026, selling an estimated $2.29M and leaving 29,835 shares worth $11M. The position accounts for 8.05% of the portfolio, ranked #2.

Farnam Financial first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.9M in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Farnam Financial held 29,835 shares of Vanguard Morningstar Total Stock Market ETF worth $11M as of Q2 2026.
Farnam Financial sold 6,405 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.29M.
Vanguard Morningstar Total Stock Market ETF made up 8.05% of Farnam Financial's portfolio in Q2 2026, its #2 holding.
Farnam Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Farnam Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $13.9M in Q3 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.