Joseph P. Lucia & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Joseph P. Lucia & 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	$363K	Buy	981 +105	+12%	+$37.5K	0.11%	136
2026 Q1	$281K	Buy	876 +41	+5%	+$13.8K	0.1%	138
2025 Q4	$280K	Buy	835 +80	+11%	+$26.6K	0.1%	138
2025 Q3	$248K	Buy	755 +30	+4%	+$9.48K	0.09%	141
2025 Q2	$220K	Sell	725 -75	-9%	-$21.1K	0.09%	138
2025 Q1	$220K	Buy	800 +1	+0.1%	+$291	0.1%	125
2024 Q4	$232K	Buy	799 +1	+0.1%	+$292	0.1%	122
2024 Q3	$226K	Buy	798 +1	+0.1%	+$273	0.1%	118
2024 Q2	$213K	Hold	797	–	–	0.11%	115
2024 Q1	$207K	Buy	+797	New	+$197K	0.11%	116
2020 Q1	–	Sell	-126	Closed	-$21K	–	501
2019 Q4	$21K	Hold	126	–	–	0.02%	240
2019 Q3	$19K	Hold	126	–	–	0.02%	251
2019 Q2	$19K	Sell	126 -18,558	-99%	-$2.73M	0.02%	252
2019 Q1	$126	Buy	+18,684	New	+$2.61M	0.01%	249

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

Joseph P. Lucia & Associates's VTI Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $37.5K and bringing the position to 981 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #136.

Joseph P. Lucia & Associates first reported a position in VTI in Q1 2019 and has held it in 14 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Joseph P. Lucia & Associates held 981 shares of Vanguard Morningstar Total Stock Market ETF worth $363K as of Q2 2026.
Joseph P. Lucia & Associates bought 105 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #136 holding.
Joseph P. Lucia & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 14 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.