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IMPACTfolio’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IMPACTfolio’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 		$1.23M Sell
3,325
-70
-2% -$25K 0.46% 16
2026
Q1 		$1.09M Buy
3,395
+34
+1% +$11.4K 0.46% 14
2025
Q4 		$1.13M Hold
3,361
– – 0.47% 13
2025
Q3 		$1.1M Hold
3,361
– – 0.48% 16
2025
Q2 		$1.02M Buy
3,361
+156
+5% +$43.9K 0.48% 16
2025
Q1 		$881K Buy
3,205
+407
+15% +$118K 0.46% 17
2024
Q4 		$811K Sell
2,798
-17
-0.6% -$4.96K 0.42% 17
2024
Q3 		$797K Hold
2,815
– – 0.41% 17
2024
Q2 		$753K Buy
2,815
+1,744
+163% +$451K 0.42% 17
2024
Q1 		$278K Hold
1,071
– – 0.17% 26
2023
Q4 		$255K Sell
1,071
-11
-1% -$2.43K 0.17% 33
2023
Q3 		$230K Sell
1,082
-733
-40% -$162K 0.17% 27
2023
Q2 		$400K Buy
1,815
+724
+66% +$151K 0.32% 20
2023
Q1 		$223K Sell
1,091
-229
-17% -$45.8K 0.19% 31
2022
Q4 		$252K Buy
+1,320
New +$254K 0.23% 32
2022
Q2 		– Sell
-1,108
Closed -$252K – 50
2022
Q1 		$252K Sell
1,108
-268
-19% -$60.3K 0.19% 48
2021
Q4 		$332K Buy
+1,376
New +$325K 0.29% 34

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

IMPACTfolio's VTI Position: Q2 2026 in Review

IMPACTfolio reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $25K and leaving 3,325 shares worth $1.23M. The position accounts for 0.46% of the portfolio, ranked #16.

IMPACTfolio first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IMPACTfolio held 3,325 shares of Vanguard Morningstar Total Stock Market ETF worth $1.23M as of Q2 2026.
  • IMPACTfolio sold 70 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.46% of IMPACTfolio's portfolio in Q2 2026, its #16 holding.
  • IMPACTfolio first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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