LJAC
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L.J. Altfest & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

L.J. Altfest & Co’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 		$1.54M Buy
4,170
+723
+21% +$259K 0.15% 109
2026
Q1 		$1.11M Sell
3,447
-339
-9% -$114K 0.12% 135
2025
Q4 		$1.27M Sell
3,786
-5,002
-57% -$1.66M 0.14% 114
2025
Q3 		$2.88M Buy
8,788
+3,806
+76% +$1.2M 0.32% 58
2025
Q2 		$1.51M Buy
4,982
+2,546
+105% +$716K 0.18% 94
2025
Q1 		$669K Sell
2,436
-193
-7% -$56.1K 0.08% 171
2024
Q4 		$762K Sell
2,629
-46
-2% -$13.4K 0.1% 148
2024
Q3 		$757K Buy
2,675
+112
+4% +$30.5K 0.1% 156
2024
Q2 		$686K Buy
2,563
+88
+4% +$22.8K 0.09% 152
2024
Q1 		$643K Buy
2,475
+11
+0.4% +$2.72K 0.09% 160
2023
Q4 		$585K Buy
2,464
+153
+7% +$33.8K 0.08% 164
2023
Q3 		$491K Sell
2,311
-292
-11% -$64.6K 0.08% 183
2023
Q2 		$573K Buy
2,603
+617
+31% +$129K 0.09% 163
2023
Q1 		$405K Sell
1,986
-32
-2% -$6.41K 0.06% 191
2022
Q4 		$386K Buy
2,018
+136
+7% +$26.2K 0.06% 179
2022
Q3 		$338K Sell
1,882
-51
-3% -$10.2K 0.06% 191
2022
Q2 		$365K Sell
1,933
-1,627
-46% -$334K 0.07% 178
2022
Q1 		$810K Buy
3,560
+1,783
+100% +$401K 0.14% 111
2021
Q4 		$429K Buy
1,777
+52
+3% +$12.3K 0.08% 169
2021
Q3 		$383K Buy
1,725
+43
+3% +$9.81K 0.08% 170
2021
Q2 		$375K Buy
1,682
+174
+12% +$37.8K 0.08% 179
2021
Q1 		$312K Buy
1,508
+12
+0.8% +$2.43K 0.07% 201
2020
Q4 		$291K Buy
+1,496
New +$273K 0.07% 203

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

L.J. Altfest & Co's VTI Position: Q2 2026 in Review

L.J. Altfest & Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, buying an estimated $259K and bringing the position to 4,170 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #109.

L.J. Altfest & Co first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.88M in Q3 2025. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • L.J. Altfest & Co held 4,170 shares of Vanguard Morningstar Total Stock Market ETF worth $1.54M as of Q2 2026.
  • L.J. Altfest & Co bought 723 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $259K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of L.J. Altfest & Co's portfolio in Q2 2026, its #109 holding.
  • L.J. Altfest & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • L.J. Altfest & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $2.88M in Q3 2025.
  • 3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.