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Indie Asset Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Indie Asset 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 		$590K Hold
1,595
– – 0.57% 43
2026
Q1 		$512K Sell
1,595
-83
-5% -$27.8K 0.58% 40
2025
Q4 		$563K Sell
1,678
-30
-2% -$9.98K 0.63% 41
2025
Q3 		$561K Sell
1,708
-17
-1% -$5.37K 0.75% 36
2025
Q2 		$524K Buy
1,725
+50
+3% +$14.1K 0.95% 30
2025
Q1 		$460K Sell
1,675
-12
-0.7% -$3.49K 0.4% 43
2024
Q4 		$489K Buy
1,687
+79
+5% +$23.1K 0.38% 45
2024
Q3 		$455K Buy
1,608
+1
+0.1% +$273 0.34% 47
2024
Q2 		$430K Buy
1,607
+720
+81% +$186K 0.34% 45
2024
Q1 		$231K Buy
887
+1
+0.1% +$247 0.21% 74
2023
Q4 		$210K Buy
+886
New +$196K 0.19% 76
2023
Q2 		– Sell
-1,264
Closed -$258K – 90
2023
Q1 		$258K Buy
1,264
+1
+0.1% +$200 0.3% 59
2022
Q4 		$241K Buy
1,263
+1
+0.1% +$193 0.26% 70
2022
Q3 		$226K Buy
1,262
+1
+0.1% +$199 0.23% 73
2022
Q2 		$238K Buy
1,261
+1
+0.1% +$205 0.21% 85
2022
Q1 		$287K Buy
1,260
+126
+11% +$28.3K 0.22% 92
2021
Q4 		$274K Hold
1,134
– – 0.2% 101
2021
Q3 		$252K Buy
1,134
+1
+0.1% +$228 0.2% 104
2021
Q2 		$253K Hold
1,133
– – 0.21% 102
2021
Q1 		$234K Sell
1,133
-300
-21% -$60.7K 0.27% 103
2020
Q4 		$279K Buy
1,433
+1
+0.1% +$183 0.32% 79
2020
Q3 		$244K Hold
1,432
– – 0.31% 75
2020
Q2 		$244K Sell
1,432
-250
-15% -$36.9K 0.31% 74
2020
Q1 		$217K Sell
1,682
-50
-3% -$7.73K 0.27% 69
2019
Q4 		$283K Buy
+1,732
New +$271K 0.3% 64

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

Indie Asset Partners's VTI Position: Q2 2026 in Review

Indie Asset Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,595 shares worth $590K. The position accounts for 0.57% of the portfolio, ranked #43.

Indie Asset Partners first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Indie Asset Partners held 1,595 shares of Vanguard Morningstar Total Stock Market ETF worth $590K as of Q2 2026.
  • Indie Asset Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.57% of Indie Asset Partners's portfolio in Q2 2026, its #43 holding.
  • Indie Asset Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.