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

John Overdeck’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
2021
Q2 		– Sell
-1,000
Closed -$207K – 4612
2021
Q1 		$207K Buy
+1,000
New +$202K ﹤0.01% 3612
2018
Q4 		– Sell
-2,000
Closed -$299K – 3567
2018
Q3 		$299K Buy
+2,000
New +$294K ﹤0.01% 2776

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

John Overdeck's VTI Position: Q2 2026 in Review

John Overdeck reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 75% in Q2 2026, selling an estimated $149M and leaving 136,039 shares worth $50.3M. The position accounts for 0.04% of the portfolio, ranked #551.

John Overdeck first reported a position in VTI in Q3 2013 and has held it in 37 quarters since. The position peaked at $216M in Q4 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • John Overdeck held 136,039 shares of Vanguard Morningstar Total Stock Market ETF worth $50.3M as of Q2 2026.
  • John Overdeck sold 416,400 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $149M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of John Overdeck's portfolio in Q2 2026, its #551 holding.
  • John Overdeck first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and has held it in 37 quarters since.
  • John Overdeck's Vanguard Morningstar Total Stock Market ETF position peaked at $216M in Q4 2024.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.