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Harrell Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Harrell Investment Partners’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 		$7.62M Sell
20,580
-248
-1% -$88.7K 1.65% 15
2026
Q1 		$6.68M Buy
20,828
+1,120
+6% +$376K 1.59% 19
2025
Q4 		$6.61M Sell
19,708
-116
-0.6% -$38.6K 1.56% 18
2025
Q3 		$6.51M Sell
19,824
-278
-1% -$87.8K 1.54% 18
2025
Q2 		$6.11M Buy
20,102
+682
+4% +$192K 1.55% 17
2025
Q1 		$5.34M Buy
19,420
+3,136
+19% +$911K 1.58% 24
2024
Q4 		$4.72M Buy
16,284
+231
+1% +$67.4K 1.32% 27
2024
Q3 		$4.55M Buy
16,053
+354
+2% +$96.6K 1.29% 26
2024
Q2 		$4.2M Sell
15,699
-2,632
-14% -$681K 1.22% 31
2024
Q1 		$4.76M Buy
18,331
+1,875
+11% +$464K 1.41% 24
2023
Q4 		$3.9M Buy
16,456
+502
+3% +$111K 1.21% 32
2023
Q3 		$3.38M Buy
15,954
+47
+0.3% +$10.4K 1.15% 33
2023
Q2 		$3.5M Buy
15,907
+1,665
+12% +$347K 1.19% 32
2023
Q1 		$2.89M Sell
14,242
-1,764
-11% -$353K 1.03% 37
2022
Q4 		$3.06M Buy
16,006
+3,585
+29% +$691K 1.2% 31
2022
Q3 		$2.23M Buy
12,421
+5,012
+68% +$999K 0.93% 37
2022
Q2 		$1.4M Buy
7,409
+382
+5% +$78.5K 0.57% 52
2022
Q1 		$1.6M Buy
7,027
+159
+2% +$35.8K 0.57% 53
2021
Q4 		$1.66M Buy
6,868
+135
+2% +$31.9K 0.51% 56
2021
Q3 		$1.5M Sell
6,733
-985
-13% -$225K 0.48% 61
2021
Q2 		$1.72M Buy
7,718
+2,872
+59% +$623K 0.56% 57
2021
Q1 		$1M Sell
4,846
-2
-0% -$405 0.35% 68
2020
Q4 		$943K Buy
4,848
+2,120
+78% +$388K 0.36% 66
2020
Q3 		$464K Buy
2,728
+367
+16% +$61.7K 0.2% 71
2020
Q2 		$369K Buy
+2,361
New +$348K 0.19% 67

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

Harrell Investment Partners's VTI Position: Q2 2026 in Review

Harrell Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $88.7K and leaving 20,580 shares worth $7.62M. The position accounts for 1.65% of the portfolio, ranked #15.

Harrell Investment Partners first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Harrell Investment Partners held 20,580 shares of Vanguard Morningstar Total Stock Market ETF worth $7.62M as of Q2 2026.
  • Harrell Investment Partners sold 248 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $88.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.65% of Harrell Investment Partners's portfolio in Q2 2026, its #15 holding.
  • Harrell Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.