JSF Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

JSF Financial’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	$588K	Buy	1,588 +588	+59%	+$210K	0.09%	94
2026 Q1	$321K	Buy	1,000 +2	+0.2%	+$671	0.06%	101
2025 Q4	$335K	Buy	998 +43	+5%	+$14.3K	0.07%	99
2025 Q3	$314K	Sell	955 -309	-24%	-$97.6K	0.07%	98
2025 Q2	$384K	Hold	1,264	–	–	0.09%	92
2025 Q1	$347K	Buy	1,264 +2	+0.2%	+$581	0.09%	95
2024 Q4	$366K	Buy	1,262 +185	+17%	+$54K	0.1%	95
2024 Q3	$305K	Buy	1,077 +229	+27%	+$62.5K	0.09%	92
2024 Q2	$227K	Hold	848	–	–	0.07%	102
2024 Q1	$221K	Sell	848 -35	-4%	-$8.66K	0.07%	103
2023 Q4	$210K	Buy	+883	New	+$195K	0.07%	101
2022 Q2	–	Sell	-1,035	Closed	-$236K	–	124
2022 Q1	$236K	Buy	1,035 +51	+5%	+$11.5K	0.1%	98
2021 Q4	$238K	Buy	+984	New	+$232K	0.12%	92

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

JSF Financial's VTI Position: Q2 2026 in Review

JSF Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 59% in Q2 2026, buying an estimated $210K and bringing the position to 1,588 shares worth $588K. The position accounts for 0.09% of the portfolio, ranked #94.

JSF Financial first reported a position in VTI in Q4 2021 and has held it in 13 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

JSF Financial held 1,588 shares of Vanguard Morningstar Total Stock Market ETF worth $588K as of Q2 2026.
JSF Financial bought 588 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $210K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of JSF Financial's portfolio in Q2 2026, its #94 holding.
JSF Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.