Interchange Capital Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Interchange Capital 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	$2.37M	Sell	6,402 -347	-5%	-$124K	0.45%	51
2026 Q1	$1.86M	Sell	6,749 -61	-0.9%	-$20.5K	0.59%	40
2025 Q4	$2.28M	Sell	6,810 -5	-0.1%	-$1.66K	0.42%	44
2025 Q3	$2.24M	Buy	6,815 +1,022	+18%	+$323K	0.44%	44
2025 Q2	$1.76M	Sell	5,793 -863	-13%	-$243K	0.41%	49
2025 Q1	$1.83M	Sell	6,656 -9	-0.1%	-$2.62K	0.51%	40
2024 Q4	$1.93M	Sell	6,665 -1	-0%	-$292	0.7%	35
2024 Q3	$1.89M	Sell	6,666 -580	-8%	-$158K	0.66%	40
2024 Q2	$1.94M	Buy	7,246 +6,466	+829%	+$1.67M	0.71%	37
2024 Q1	$203K	Buy	+780	New	+$193K	0.14%	161
2023 Q2	–	Sell	-9,345	Closed	-$1.91M	–	226
2023 Q1	$1.91M	Buy	+9,345	New	+$1.87M	1.03%	21
2021 Q4	–	Sell	-2,222	Closed	-$493K	–	197
2021 Q3	$493K	Sell	2,222 -21	-0.9%	-$4.79K	0.82%	45
2021 Q2	$499K	Sell	2,243 -1,145	-34%	-$248K	0.77%	47
2021 Q1	$749K	Sell	3,388 -1,072	-24%	-$217K	0.41%	81
2020 Q4	$868K	Buy	+4,460	New	+$815K	0.47%	50

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Interchange Capital Partners's VTI Position: Q2 2026 in Review

Interchange Capital Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.1% in Q2 2026, selling an estimated $124K and leaving 6,402 shares worth $2.37M. The position accounts for 0.45% of the portfolio, ranked #51.

Interchange Capital Partners first reported a position in VTI in Q4 2020 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Interchange Capital Partners held 6,402 shares of Vanguard Morningstar Total Stock Market ETF worth $2.37M as of Q2 2026.
Interchange Capital Partners sold 347 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $124K.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Interchange Capital Partners's portfolio in Q2 2026, its #51 holding.
Interchange Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 15 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.