Jim Saulnier & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jim Saulnier & Associates’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	$6.93M	Buy	18,734 +4,738	+34%	+$1.69M	2.79%	6
2026 Q1	$4.49M	Buy	13,996 +6,523	+87%	+$2.19M	2.19%	5
2025 Q4	$2.51M	Sell	7,473 -1,050	-12%	-$349K	1.3%	19
2025 Q3	$2.8M	Buy	8,523 +1,531	+22%	+$484K	1.56%	16
2025 Q2	$2.12M	Buy	6,992 +238	+4%	+$66.9K	1.45%	18
2025 Q1	$1.86M	Buy	6,754 +696	+11%	+$202K	1.44%	17
2024 Q4	$1.76M	Buy	6,058 +576	+11%	+$168K	1.52%	16
2024 Q3	$1.55M	Buy	+5,482	New	+$1.5M	1.52%	15

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

Jim Saulnier & Associates's VTI Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 34% in Q2 2026, buying an estimated $1.69M and bringing the position to 18,734 shares worth $6.93M. The position accounts for 2.79% of the portfolio, ranked #6.

Jim Saulnier & Associates first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Jim Saulnier & Associates held 18,734 shares of Vanguard Morningstar Total Stock Market ETF worth $6.93M as of Q2 2026.
Jim Saulnier & Associates bought 4,738 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.69M.
Vanguard Morningstar Total Stock Market ETF made up 2.79% of Jim Saulnier & Associates's portfolio in Q2 2026, its #6 holding.
Jim Saulnier & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.