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JVL Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

JVL 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 		$52.7M Sell
142,495
-1,109
-0.8% -$397K 14.96% 2
2026
Q1 		$46.1M Sell
143,604
-2,428
-2% -$815K 15.45% 2
2025
Q4 		$49M Sell
146,032
-516
-0.4% -$172K 15.94% 2
2025
Q3 		$48.1M Sell
146,548
-470
-0.3% -$148K 15.92% 2
2025
Q2 		$44.7M Buy
147,018
+15,752
+12% +$4.43M 16.05% 2
2025
Q1 		$36.1M Sell
131,266
-134
-0.1% -$38.9K 14.56% 2
2024
Q4 		$38.1M Sell
131,400
-507
-0.4% -$148K 14.43% 2
2024
Q3 		$37.4M Sell
131,907
-4,078
-3% -$1.11M 14.4% 2
2024
Q2 		$36.4M Sell
135,985
-1,929
-1% -$499K 14.58% 2
2024
Q1 		$35.8M Sell
137,914
-949
-0.7% -$235K 14.77% 2
2023
Q4 		$32.9M Sell
138,863
-3,570
-3% -$789K 14.89% 2
2023
Q3 		$30.3M Sell
142,433
-4,845
-3% -$1.07M 15.57% 2
2023
Q2 		$32.4M Sell
147,278
-1,955
-1% -$408K 15.78% 2
2023
Q1 		$30.5M Buy
149,233
+10,257
+7% +$2.05M 16.08% 2
2022
Q4 		$26.6M Buy
138,976
+14,656
+12% +$2.82M 15.46% 2
2022
Q3 		$22.3M Buy
124,320
+917
+0.7% +$183K 13.5% 2
2022
Q2 		$23.3M Buy
123,403
+46,693
+61% +$9.59M 16.2% 2
2022
Q1 		$17.5M Buy
76,710
+6
+0% +$1.35K 10.85% 2
2021
Q4 		$18.5M Sell
76,704
-353
-0.5% -$83.3K 11.58% 2
2021
Q3 		$17.1M Sell
77,057
-375
-0.5% -$85.5K 11.79% 2
2021
Q2 		$17.3M Sell
77,432
-18
-0% -$3.91K 11.9% 2
2021
Q1 		$16M Buy
77,450
+74
+0.1% +$15K 11.87% 2
2020
Q4 		$15.1M Sell
77,376
-1,161
-1% -$212K 12% 2
2020
Q3 		$13.4M Sell
78,537
-748
-0.9% -$126K 12.62% 2
2020
Q2 		$12.4M Buy
79,285
+3,814
+5% +$562K 13.01% 2
2020
Q1 		$9.73M Buy
+75,471
New +$11.7M 11.76% 2

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JVL Associates's VTI Position: Q2 2026 in Review

JVL Associates reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.77% in Q2 2026, selling an estimated $397K and leaving 142,495 shares worth $52.7M. The position accounts for 14.96% of the portfolio, ranked #2.

JVL Associates first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 2,346 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • JVL Associates held 142,495 shares of Vanguard Morningstar Total Stock Market ETF worth $52.7M as of Q2 2026.
  • JVL Associates sold 1,109 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $397K.
  • Vanguard Morningstar Total Stock Market ETF made up 14.96% of JVL Associates's portfolio in Q2 2026, its #2 holding.
  • JVL Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.