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Fiduciary Counselling’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fiduciary Counselling’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
Q1 		$2.61M Sell
8,149
-389
-5% -$131K 7.27% 5
2025
Q4 		$2.86M Hold
8,538
– – 7.6% 5
2025
Q3 		$2.8M Buy
8,538
+2,055
+32% +$649K 7.47% 5
2025
Q2 		$1.97M Buy
6,483
+526
+9% +$148K 5.57% 5
2025
Q1 		$1.64M Buy
5,957
+196
+3% +$56.9K 4.02% 6
2024
Q4 		$1.67M Hold
5,761
– – 4.47% 6
2024
Q3 		$1.63M Buy
5,761
+134
+2% +$36.5K 4.17% 6
2024
Q2 		$1.51M Buy
5,627
+377
+7% +$97.6K 4.29% 6
2024
Q1 		$1.36M Buy
5,250
+486
+10% +$120K 3.73% 6
2023
Q4 		$1.13M Sell
4,764
-1,586
-25% -$351K 3.33% 6
2023
Q3 		$1.35M Buy
6,350
+233
+4% +$51.6K 4.29% 6
2023
Q2 		$1.35M Hold
6,117
– – 4.07% 6
2023
Q1 		$1.25M Buy
6,117
+2,571
+73% +$515K 2.95% 7
2022
Q4 		$678K Buy
3,546
+709
+25% +$137K 1.52% 8
2022
Q3 		$509K Buy
2,837
+991
+54% +$198K 1.09% 7
2022
Q2 		$348K Buy
1,846
+860
+87% +$177K 0.9% 6
2022
Q1 		$224K Buy
+986
New +$222K 0.46% 7

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Counselling's VTI Position: Q1 2026 in Review

Fiduciary Counselling reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q1 2026, selling an estimated $131K and leaving 8,149 shares worth $2.61M. The position accounts for 7.27% of the portfolio, ranked #5.

Fiduciary Counselling first reported a position in VTI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.86M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Fiduciary Counselling held 8,149 shares of Vanguard Morningstar Total Stock Market ETF worth $2.61M as of Q1 2026.
  • Fiduciary Counselling sold 389 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $131K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.27% of Fiduciary Counselling's portfolio in Q1 2026, its #5 holding.
  • Fiduciary Counselling first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 17 quarters since.
  • Fiduciary Counselling's Vanguard Morningstar Total Stock Market ETF position peaked at $2.86M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Fiduciary Counselling's 13F filing for Q1 2026, filed 5 May 2026.