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JT Stratford LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

JT Stratford LLC’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 		$676K Buy
1,827
+51
+3% +$18.2K 0.07% 190
2026
Q1 		$570K Hold
1,776
– – 0.07% 200
2025
Q4 		$595K Sell
1,776
-53
-3% -$17.6K 0.08% 202
2025
Q3 		$600K Buy
1,829
+70
+4% +$22.1K 0.08% 198
2025
Q2 		$535K Buy
+1,759
New +$495K 0.08% 191
2022
Q2 		– Sell
-988
Closed -$225K – 233
2022
Q1 		$225K Sell
988
-80
-7% -$18K 0.07% 190
2021
Q4 		$258K Buy
1,068
+30
+3% +$7.08K 0.07% 184
2021
Q3 		$230K Sell
1,038
-137
-12% -$31.2K 0.07% 193
2021
Q2 		$262K Sell
1,175
-2
-0.2% -$434 0.08% 180
2021
Q1 		$243K Buy
1,177
+2
+0.2% +$405 0.09% 175
2020
Q4 		$229K Buy
+1,175
New +$215K 0.09% 163
2020
Q3 		– Sell
-1,506
Closed -$236K – 176
2020
Q2 		$236K Buy
+1,506
New +$222K 0.12% 137
2019
Q2 		– Sell
-1,633
Closed -$236K – 152
2019
Q1 		$236K Sell
1,633
-32
-2% -$4.46K 0.14% 107
2018
Q4 		$213K Sell
1,665
-11
-0.7% -$1.52K 0.14% 94
2018
Q3 		$251K Hold
1,676
– – 0.14% 93
2018
Q2 		$235K Buy
+1,676
New +$234K 0.14% 91

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

JT Stratford LLC's VTI Position: Q2 2026 in Review

JT Stratford LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,827 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #190.

JT Stratford LLC first reported a position in VTI in Q2 2018 and has held it in 16 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • JT Stratford LLC held 1,827 shares of Vanguard Morningstar Total Stock Market ETF worth $676K as of Q2 2026.
  • JT Stratford LLC bought 51 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $18.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of JT Stratford LLC's portfolio in Q2 2026, its #190 holding.
  • JT Stratford LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 16 quarters since.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.