Flaharty Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Flaharty Asset Management’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	–	Sell	-1,094	Closed	-$351K	–	126
2026 Q1	$351K	Hold	1,094	–	–	0.04%	100
2025 Q4	$367K	Hold	1,094	–	–	0.05%	98
2025 Q3	$359K	Buy	1,094 +100	+10%	+$31.6K	0.05%	90
2025 Q2	$302K	Sell	994 -56	-5%	-$15.8K	0.04%	94
2025 Q1	$289K	Hold	1,050	–	–	0.04%	94
2024 Q4	$304K	Hold	1,050	–	–	0.04%	93
2024 Q3	$297K	Buy	1,050 +75	+8%	+$20.5K	0.04%	92
2024 Q2	$261K	Hold	975	–	–	0.04%	100
2024 Q1	$253K	Hold	975	–	–	0.04%	100
2023 Q4	$231K	Sell	975 -46	-5%	-$10.2K	0.04%	106
2023 Q3	$217K	Hold	1,021	–	–	0.04%	99
2023 Q2	$225K	Hold	1,021	–	–	0.04%	105
2023 Q1	$208K	Sell	1,021 -118	-10%	-$23.6K	0.04%	109
2022 Q4	$218K	Buy	+1,139	New	+$220K	0.04%	106
2022 Q2	–	Sell	-1,021	Closed	-$232K	–	132
2022 Q1	$232K	Hold	1,021	–	–	0.04%	110
2021 Q4	$247K	Hold	1,021	–	–	0.05%	112
2021 Q3	$227K	Hold	1,021	–	–	0.05%	121
2021 Q2	$227K	Sell	1,021 -200	-16%	-$43.4K	0.05%	111
2021 Q1	$252K	Hold	1,221	–	–	0.06%	97
2020 Q4	$238K	Buy	+1,221	New	+$223K	0.06%	93
2020 Q1	–	Sell	-1,281	Closed	-$210K	–	75
2019 Q4	$210K	Buy	+1,281	New	+$201K	0.07%	70
2018 Q4	–	Sell	-1,375	Closed	-$206K	–	89
2018 Q3	$206K	Buy	+1,375	New	+$202K	0.08%	75

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

Flaharty Asset Management's VTI Position: Q2 2026 in Review

Flaharty Asset Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 1,094 shares — an estimated $351K sold.

Flaharty Asset Management first reported a position in VTI in Q3 2018 and held it in 22 quarters. The position peaked at $367K in Q4 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Flaharty Asset Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 1,094 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $351K.
Flaharty Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and held it in 22 quarters.
Flaharty Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $367K in Q4 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.