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LAM Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LAM Group’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 		$5.88M Buy
15,893
+2
+0% +$715 2.92% 12
2026
Q1 		$5.1M Buy
15,891
+634
+4% +$213K 2.8% 14
2025
Q4 		$5.12M Sell
15,257
-50
-0.3% -$16.6K 2.93% 11
2025
Q3 		$5.02M Sell
15,307
-600
-4% -$190K 3.11% 10
2025
Q2 		$4.83M Sell
15,907
-300
-2% -$84.4K 3.23% 9
2025
Q1 		$4.45M Sell
16,207
-55
-0.3% -$16K 3.28% 10
2024
Q4 		$4.71M Buy
16,262
+250
+2% +$72.9K 3.36% 10
2024
Q3 		$4.53M Sell
16,012
-70
-0.4% -$19.1K 3.21% 8
2024
Q2 		$4.3M Hold
16,082
– – 3.63% 8
2024
Q1 		$4.18M Buy
16,082
+750
+5% +$186K 3.41% 11
2023
Q4 		$3.64M Sell
15,332
-1,675
-10% -$370K 3.31% 11
2023
Q3 		$3.61M Buy
17,007
+750
+5% +$166K 3.55% 11
2023
Q2 		$3.58M Sell
16,257
-5
-0% -$1.04K 3.33% 11
2023
Q1 		$3.32M Buy
16,262
+125
+0.8% +$25K 3.25% 12
2022
Q4 		$3.09M Buy
+16,137
New +$3.11M 3.17% 13

Other funds holding VTI

WI
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
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

LAM Group's VTI Position: Q2 2026 in Review

LAM Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $715 and bringing the position to 15,893 shares worth $5.88M. The position accounts for 2.92% of the portfolio, ranked #12.

LAM Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LAM Group held 15,893 shares of Vanguard Morningstar Total Stock Market ETF worth $5.88M as of Q2 2026.
  • LAM Group bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 2.92% of LAM Group's portfolio in Q2 2026, its #12 holding.
  • LAM Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.