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Lafayette Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lafayette Investments’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 		$1.31M Buy
3,539
+925
+35% +$331K 0.24% 68
2026
Q1 		$839K Buy
2,614
+294
+13% +$98.6K 0.17% 84
2025
Q4 		$778K Buy
2,320
+271
+13% +$90.2K 0.15% 85
2025
Q3 		$672K Buy
2,049
+17
+0.8% +$5.37K 0.13% 87
2025
Q2 		$618K Buy
2,032
+1,027
+102% +$289K 0.12% 85
2025
Q1 		$276K Sell
1,005
-25
-2% -$7.26K 0.06% 127
2024
Q4 		$298K Buy
1,030
+15
+1% +$4.38K 0.06% 118
2024
Q3 		$287K Buy
1,015
+1
+0.1% +$273 0.06% 124
2024
Q2 		$271K Buy
1,014
+229
+29% +$59.3K 0.06% 115
2024
Q1 		$204K Buy
+785
New +$194K 0.05% 135
2022
Q2 		– Sell
-979
Closed -$223K – 130
2022
Q1 		$223K Sell
979
-6
-0.6% -$1.35K 0.06% 118
2021
Q4 		$238K Buy
+985
New +$233K 0.06% 117

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

Lafayette Investments's VTI Position: Q2 2026 in Review

Lafayette Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 35% in Q2 2026, buying an estimated $331K and bringing the position to 3,539 shares worth $1.31M. The position accounts for 0.24% of the portfolio, ranked #68.

Lafayette Investments first reported a position in VTI in Q4 2021 and has held it in 12 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lafayette Investments held 3,539 shares of Vanguard Morningstar Total Stock Market ETF worth $1.31M as of Q2 2026.
  • Lafayette Investments bought 925 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $331K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.24% of Lafayette Investments's portfolio in Q2 2026, its #68 holding.
  • Lafayette Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 12 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.