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

Financial Council’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 		$1.65M Sell
5,152
-235
-4% -$78.8K 0.64% 27
2025
Q4 		$1.81M Buy
5,387
+397
+8% +$132K 0.72% 25
2025
Q3 		$1.64M Sell
4,990
-178
-3% -$56.2K 0.73% 25
2025
Q2 		$1.57M Buy
5,168
+141
+3% +$39.7K 0.76% 25
2025
Q1 		$1.38M Buy
5,027
+305
+6% +$88.6K 0.74% 25
2024
Q4 		$1.37M Sell
4,722
-51
-1% -$14.9K 0.71% 25
2024
Q3 		$1.35M Buy
4,773
+243
+5% +$66.3K 0.7% 25
2024
Q2 		$1.21M Buy
4,530
+119
+3% +$30.8K 0.68% 26
2024
Q1 		$1.15M Buy
4,411
+543
+14% +$134K 0.68% 27
2023
Q4 		$918K Buy
3,868
+318
+9% +$70.3K 0.62% 28
2023
Q3 		$754K Sell
3,550
-129
-4% -$28.6K 0.6% 28
2023
Q2 		$811K Buy
3,679
+679
+23% +$142K 0.62% 25
2023
Q1 		$612K Buy
3,000
+170
+6% +$34K 0.5% 31
2022
Q4 		$541K Sell
2,830
-179
-6% -$34.5K 0.34% 33
2022
Q3 		$540K Sell
3,009
-44
-1% -$8.77K 0.62% 31
2022
Q2 		$576K Buy
3,053
+159
+5% +$32.7K 0.72% 27
2022
Q1 		$659K Buy
2,894
+676
+30% +$152K 0.8% 25
2021
Q4 		$536K Buy
2,218
+43
+2% +$10.2K 0.64% 24
2021
Q3 		$483K Buy
+2,175
New +$496K 0.68% 24

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

Financial Council's VTI Position: Q1 2026 in Review

Financial Council reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q1 2026, selling an estimated $78.8K and leaving 5,152 shares worth $1.65M. The position accounts for 0.64% of the portfolio, ranked #27.

Financial Council first reported a position in VTI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Financial Council held 5,152 shares of Vanguard Morningstar Total Stock Market ETF worth $1.65M as of Q1 2026.
  • Financial Council sold 235 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $78.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.64% of Financial Council's portfolio in Q1 2026, its #27 holding.
  • Financial Council first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • Financial Council's Vanguard Morningstar Total Stock Market ETF position peaked at $1.81M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.