Lakeside Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lakeside Advisors’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	$6.47M	Hold	17,473	–	–	4.07%	5
2026 Q1	$5.61M	Hold	17,473	–	–	3.74%	5
2025 Q4	$5.86M	Hold	17,473	–	–	3.75%	5
2025 Q3	$5.73M	Hold	17,473	–	–	3.63%	5
2025 Q2	$5.31M	Hold	17,473	–	–	3.42%	6
2025 Q1	$4.8M	Hold	17,473	–	–	3.18%	6
2024 Q4	$5.06M	Hold	17,473	–	–	3.35%	5
2024 Q3	$4.95M	Hold	17,473	–	–	3.11%	6
2024 Q2	$4.67M	Sell	17,473 -2,427	-12%	-$628K	3.04%	6
2024 Q1	$5.17M	Hold	19,900	–	–	3.31%	6
2023 Q4	$4.72M	Hold	19,900	–	–	3.28%	7
2023 Q3	$4.23M	Hold	19,900	–	–	3.25%	6
2023 Q2	$4.38M	Hold	19,900	–	–	3.23%	7
2023 Q1	$4.06M	Hold	19,900	–	–	3.14%	6
2022 Q4	$3.8M	Hold	19,900	–	–	3.12%	9
2022 Q3	$3.57M	Hold	19,900	–	–	3.2%	10
2022 Q2	$3.75M	Buy	+19,900	New	+$4.09M	3.19%	8

Other funds holding VTI

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lakeside Advisors's VTI Position: Q2 2026 in Review

Lakeside Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 17,473 shares worth $6.47M. The position accounts for 4.07% of the portfolio, ranked #5.

Lakeside Advisors first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 2,346 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Lakeside Advisors held 17,473 shares of Vanguard Morningstar Total Stock Market ETF worth $6.47M as of Q2 2026.
Lakeside Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 4.07% of Lakeside Advisors's portfolio in Q2 2026, its #5 holding.
Lakeside Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
2,346 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.