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Koss-Olinger Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Koss-Olinger Consulting’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 		$996K Buy
2,692
+4
+0.1% +$1.43K 0.08% 55
2026
Q1 		$862K Sell
2,688
-2,120
-44% -$711K 0.07% 108
2025
Q4 		$1.61M Sell
4,808
-3,213
-40% -$1.07M 0.12% 66
2025
Q3 		$2.44M Hold
8,021
– – 0.2% 58
2025
Q2 		$2.44M Buy
8,021
+1,945
+32% +$547K 0.2% 59
2025
Q1 		$1.67M Buy
+6,076
New +$1.77M 0.14% 86
2024
Q4 		– Sell
-6,309
Closed -$1.79M – 291
2024
Q3 		$1.79M Sell
6,309
-229
-4% -$62.5K 0.16% 82
2024
Q2 		$1.75M Buy
+6,538
New +$1.69M 0.16% 79
2024
Q1 		– Sell
-6,837
Closed -$1.62M – 313
2023
Q4 		$1.62M Sell
6,837
-188
-3% -$41.6K 0.16% 70
2023
Q3 		$1.49M Buy
7,025
+14
+0.2% +$3.1K 0.22% 59
2023
Q2 		$1.54M Buy
7,011
+15
+0.2% +$3.13K 0.18% 64
2023
Q1 		$1.43M Sell
6,996
-9,833
-58% -$1.97M 0.18% 65
2022
Q4 		$3.22M Buy
16,829
+15,323
+1,017% +$2.95M 0.46% 26
2022
Q3 		$270K Buy
1,506
+18
+1% +$3.59K 0.05% 171
2022
Q2 		$281K Sell
1,488
-536
-26% -$110K 0.05% 137
2022
Q1 		$461K Buy
+2,024
New +$455K 0.07% 107
2021
Q4 		– Sell
-7,239
Closed -$1.61M – 259
2021
Q3 		$1.61M Hold
7,239
– – 0.26% 30
2021
Q2 		$1.61M Sell
7,239
-497
-6% -$108K 0.24% 43
2021
Q1 		$1.6M Buy
+7,736
New +$1.57M 0.27% 38

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

Koss-Olinger Consulting's VTI Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,692 shares worth $996K. The position accounts for 0.08% of the portfolio, ranked #55.

Koss-Olinger Consulting first reported a position in VTI in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.22M in Q4 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Koss-Olinger Consulting held 2,692 shares of Vanguard Morningstar Total Stock Market ETF worth $996K as of Q2 2026.
  • Koss-Olinger Consulting bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Koss-Olinger Consulting's portfolio in Q2 2026, its #55 holding.
  • Koss-Olinger Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's Vanguard Morningstar Total Stock Market ETF position peaked at $3.22M in Q4 2022.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.