JVL Associates
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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
Q3 		$53.3M Sell
142,470
-25
-0% -$9.37K 15.35% 2
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% +$9.6M 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 		$9.7M Buy
+75,471
New +$11.7M 11.76% 2

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

JVL Associates's VTI Position: Q3 2026 in Review

JVL Associates reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.02% in Q3 2026, selling an estimated $9.37K and leaving 142,470 shares worth $53.3M. The position accounts for 15.35% of the portfolio, ranked #2.

JVL Associates first reported a position in VTI in Q1 2020 and has held it in 27 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • JVL Associates held 142,470 shares of Vanguard Morningstar Total Stock Market ETF worth $53.3M as of Q3 2026.
  • JVL Associates sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $9.37K.
  • Vanguard Morningstar Total Stock Market ETF made up 15.35% of JVL Associates's portfolio in Q3 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 27 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.