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Harper Investing’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Harper Investing’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 		$5.18M Buy
14,007
+1,702
+14% +$609K 1.75% 17
2026
Q1 		$3.95M Buy
12,305
+165
+1% +$55.4K 1.72% 16
2025
Q4 		$4.07M Buy
12,140
+1,468
+14% +$488K 1.75% 20
2025
Q3 		$3.5M Buy
10,672
+140
+1% +$44.2K 1.67% 20
2025
Q2 		$3.2M Buy
10,532
+1,663
+19% +$468K 1.79% 18
2025
Q1 		$2.44M Buy
8,869
+2,747
+45% +$798K 1.62% 19
2024
Q4 		$1.77M Sell
6,122
-2,829
-32% -$825K 1.31% 21
2024
Q3 		$2.53M Buy
8,951
+3,166
+55% +$864K 1.66% 19
2024
Q2 		$1.55M Buy
5,785
+3,410
+144% +$883K 1.52% 20
2024
Q1 		$617K Buy
2,375
+1,002
+73% +$248K 0.73% 24
2023
Q4 		$326K Sell
1,373
-5
-0.4% -$1.1K 0.35% 12
2023
Q3 		$293K Buy
1,378
+4
+0.3% +$885 0.34% 13
2023
Q2 		$303K Sell
1,374
-1,935
-58% -$404K 0.35% 10
2023
Q1 		$675K Sell
3,309
-2,971
-47% -$595K 0.84% 8
2022
Q4 		$1.2M Sell
6,280
-5,081
-45% -$979K 1.48% 11
2022
Q3 		$2.04M Sell
11,361
-1,409
-11% -$281K 2.09% 16
2022
Q2 		$2.41M Sell
12,770
-1,166
-8% -$240K 2.45% 12
2022
Q1 		$3.17M Buy
+13,936
New +$3.13M 2.94% 10

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harper Investing's VTI Position: Q2 2026 in Review

Harper Investing increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $609K and bringing the position to 14,007 shares worth $5.18M. The position accounts for 1.75% of the portfolio, ranked #17.

Harper Investing first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Harper Investing held 14,007 shares of Vanguard Morningstar Total Stock Market ETF worth $5.18M as of Q2 2026.
  • Harper Investing bought 1,702 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $609K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.75% of Harper Investing's portfolio in Q2 2026, its #17 holding.
  • Harper Investing first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.