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Harvest Investment Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Harvest Investment Services’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 		$802K Sell
2,167
-33
-2% -$11.8K 0.12% 178
2026
Q1 		$706K Buy
2,200
+1,115
+103% +$374K 0.13% 158
2025
Q4 		$364K Buy
1,085
+260
+32% +$86.5K 0.07% 236
2025
Q3 		$271K Buy
825
+12
+1% +$3.79K 0.05% 270
2025
Q2 		$247K Sell
813
-96
-11% -$27K 0.06% 272
2025
Q1 		$250K Buy
909
+11
+1% +$3.2K 0.07% 225
2024
Q4 		$260K Buy
+898
New +$262K 0.06% 229

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

Harvest Investment Services's VTI Position: Q2 2026 in Review

Harvest Investment Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $11.8K and leaving 2,167 shares worth $802K. The position accounts for 0.12% of the portfolio, ranked #178.

Harvest Investment Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Harvest Investment Services held 2,167 shares of Vanguard Morningstar Total Stock Market ETF worth $802K as of Q2 2026.
  • Harvest Investment Services sold 33 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Harvest Investment Services's portfolio in Q2 2026, its #178 holding.
  • Harvest Investment Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.