Financial Consulate’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $850K | Buy |
2,297
+171
| +8% | +$61.1K | 0.09% | 63 |
|
|
2026
Q1 | $682K | Buy |
2,126
+60
| +3% | +$20.1K | 0.09% | 66 |
|
|
2025
Q4 | $693K | Buy |
2,066
+75
| +4% | +$24.9K | 0.09% | 66 |
|
|
2025
Q3 | $653K | Hold |
1,991
| – | – | 0.09% | 70 |
|
|
2025
Q2 | $605K | Sell |
1,991
-304
| -13% | -$85.5K | 0.12% | 31 |
|
|
2025
Q1 | $631K | Buy |
+2,295
| New | +$667K | 0.16% | 22 |
|
|
2024
Q4 | – | Sell |
-1,033
| Closed | -$293K | – | 35 |
|
|
2024
Q3 | $293K | Buy |
1,033
+2
| +0.2% | +$546 | 0.08% | 34 |
|
|
2024
Q2 | $276K | Buy |
1,031
+72
| +8% | +$18.6K | 0.08% | 32 |
|
|
2024
Q1 | $249K | Buy |
959
+2
| +0.2% | +$495 | 0.07% | 40 |
|
|
2023
Q4 | $227K | Sell |
957
-30
| -3% | -$6.63K | 0.07% | 36 |
|
|
2023
Q3 | $210K | Buy |
987
+8
| +0.8% | +$1.77K | 0.09% | 37 |
|
|
2023
Q2 | $216K | Buy |
+979
| New | +$204K | 0.09% | 40 |
|
|
2020
Q2 | – | Sell |
-3,167
| Closed | -$408K | – | 105 |
|
|
2020
Q1 | $408K | Buy |
3,167
+450
| +17% | +$69.6K | 0.24% | 57 |
|
|
2019
Q4 | $444K | Sell |
2,717
-778
| -22% | -$122K | 0.2% | 60 |
|
|
2019
Q3 | $528K | Buy |
3,495
+31
| +0.9% | +$4.67K | 0.23% | 62 |
|
|
2019
Q2 | $520K | Buy |
3,464
+11
| +0.3% | +$1.62K | 0.23% | 58 |
|
|
2019
Q1 | $500K | Buy |
3,453
+18
| +0.5% | +$2.51K | 0.23% | 66 |
|
|
2018
Q4 | $438K | Sell |
3,435
-350
| -9% | -$48.3K | 0.26% | 65 |
|
|
2018
Q3 | $566K | Sell |
3,785
-2
| -0.1% | -$294 | 0.32% | 61 |
|
|
2018
Q2 | $532K | Sell |
3,787
-11
| -0.3% | -$1.53K | 0.27% | 65 |
|
|
2018
Q1 | $516K | Sell |
3,798
-13,229
| -78% | -$1.85M | 0.27% | 66 |
|
|
2017
Q4 | $2.34M | Sell |
17,027
-1,173
| -6% | -$157K | 1.19% | 20 |
|
|
2017
Q3 | $2.36M | Buy |
18,200
+76
| +0.4% | +$9.63K | 1.28% | 20 |
|
|
2017
Q2 | $2.26M | Buy |
18,124
+2,553
| +16% | +$315K | 1.33% | 16 |
|
|
2017
Q1 | $1.89M | Buy |
15,571
+2,075
| +15% | +$249K | 1.2% | 17 |
|
|
2016
Q4 | $1.56M | Sell |
13,496
-2,951
| -18% | -$332K | 1.13% | 19 |
|
|
2016
Q3 | $1.83M | Sell |
16,447
-5,258
| -24% | -$583K | 1.63% | 13 |
|
|
2016
Q2 | $2.33M | Buy |
21,705
+765
| +4% | +$81.1K | 1.78% | 16 |
|
|
2016
Q1 | $2.19M | Buy |
20,940
+3,362
| +19% | +$333K | 1.51% | 16 |
|
|
2015
Q4 | $1.83M | Buy |
17,578
+6,722
| +62% | +$708K | 1.3% | 19 |
|
|
2015
Q3 | $1.07M | Buy |
10,856
+3,780
| +53% | +$397K | 0.93% | 21 |
|
|
2015
Q2 | $757K | Buy |
7,076
+1,770
| +33% | +$193K | 0.56% | 29 |
|
|
2015
Q1 | $569K | Buy |
5,306
+2,596
| +96% | +$277K | 0.48% | 33 |
|
|
2014
Q4 | $287K | Buy |
+2,710
| New | +$280K | 0.19% | 58 |
|
Other funds holding VTI
RIM
WI
Financial Consulate's VTI Position: Q2 2026 in Review
Financial Consulate increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8% in Q2 2026, buying an estimated $61.1K and bringing the position to 2,297 shares worth $850K. The position accounts for 0.09% of the portfolio, ranked #63.
Financial Consulate first reported a position in VTI in Q4 2014 and has held it in 34 quarters since. The position peaked at $2.36M in Q3 2017. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Financial Consulate held 2,297 shares of Vanguard Morningstar Total Stock Market ETF worth $850K as of Q2 2026.
- Financial Consulate bought 171 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $61.1K.
- Vanguard Morningstar Total Stock Market ETF made up 0.09% of Financial Consulate's portfolio in Q2 2026, its #63 holding.
- Financial Consulate first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 34 quarters since.
- Financial Consulate's Vanguard Morningstar Total Stock Market ETF position peaked at $2.36M in Q3 2017.
- 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.