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John Boyer Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

John Boyer Inc’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 		– Sell
-794
Closed -$255K – 42
2026
Q1 		$255K Buy
794
+2
+0.3% +$671 0.25% 36
2025
Q4 		$265K Hold
792
– – 0.27% 35
2025
Q3 		$260K Buy
+792
New +$250K 0.26% 32

Other funds holding VTI

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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

John Boyer Inc's VTI Position: Q2 2026 in Review

John Boyer Inc sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 794 shares — an estimated $255K sold.

John Boyer Inc first reported a position in VTI in Q3 2025 and held it in 3 quarters. The position peaked at $265K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • John Boyer Inc reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • John Boyer Inc sold 794 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $255K.
  • John Boyer Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and held it in 3 quarters.
  • John Boyer Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $265K in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on John Boyer Inc's 13F filing for Q2 2026, filed 7 Aug 2026.