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Ironwood Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ironwood Investment Management’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 		$20.9M Buy
56,505
+2,324
+4% +$831K 7.23% 1
2026
Q1 		$17.4M Buy
54,181
+3,511
+7% +$1.18M 7.25% 1
2025
Q4 		$17M Buy
50,670
+2,897
+6% +$964K 7.14% 1
2025
Q3 		$15.7M Buy
47,773
+1,679
+4% +$530K 6.84% 1
2025
Q2 		$14M Buy
46,094
+1,352
+3% +$380K 6.82% 1
2025
Q1 		$12.3M Buy
44,742
+17
+0% +$4.94K 6.71% 1
2024
Q4 		$13M Buy
44,725
+266
+0.6% +$77.6K 6.45% 1
2024
Q3 		$12.6M Buy
44,459
+2,037
+5% +$556K 6.13% 1
2024
Q2 		$11.3M Buy
42,422
+914
+2% +$237K 6.07% 1
2024
Q1 		$10.8M Sell
41,508
-642
-2% -$159K 5.27% 1
2023
Q4 		$10M Buy
42,150
+4,298
+11% +$950K 5.25% 1
2023
Q3 		$8.04M Buy
37,852
+4,599
+14% +$1.02M 4.91% 1
2023
Q2 		$7.32M Buy
33,253
+5,140
+18% +$1.07M 4.22% 2
2023
Q1 		$5.74M Buy
28,113
+526
+2% +$105K 3.59% 1
2022
Q4 		$5.27M Buy
27,587
+1,200
+5% +$231K 3.48% 1
2022
Q3 		$4.74M Buy
26,387
+90
+0.3% +$17.9K 3.31% 1
2022
Q2 		$4.96M Buy
26,297
+480
+2% +$98.6K 3.32% 1
2022
Q1 		$5.88M Buy
25,817
+3,813
+17% +$857K 3.19% 2
2021
Q4 		$5.31M Sell
22,004
-79
-0.4% -$18.6K 2.63% 2
2021
Q3 		$4.9M Sell
22,083
-557
-2% -$127K 2.54% 4
2021
Q2 		$5.04M Buy
22,640
+348
+2% +$75.5K 2.55% 4
2021
Q1 		$4.61M Buy
22,292
+159
+0.7% +$32.2K 2.44% 4
2020
Q4 		$4.31M Sell
22,133
-80
-0.4% -$14.6K 2.52% 4
2020
Q3 		$3.78M Sell
22,213
-987
-4% -$166K 2.7% 3
2020
Q2 		$3.63M Sell
23,200
-260
-1% -$38.3K 2.83% 2
2020
Q1 		$3.02M Buy
+23,460
New +$3.63M 3.03% 3

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

Ironwood Investment Management's VTI Position: Q2 2026 in Review

Ironwood Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q2 2026, buying an estimated $831K and bringing the position to 56,505 shares worth $20.9M. The position accounts for 7.23% of the portfolio, ranked #1.

Ironwood Investment Management first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ironwood Investment Management held 56,505 shares of Vanguard Morningstar Total Stock Market ETF worth $20.9M as of Q2 2026.
  • Ironwood Investment Management bought 2,324 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $831K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.23% of Ironwood Investment Management's portfolio in Q2 2026, its #1 holding.
  • Ironwood Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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