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Lantz Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lantz Financial’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 		$15.2M Buy
41,154
+1,024
+3% +$366K 2.79% 5
2026
Q1 		$12.9M Buy
40,130
+2,031
+5% +$681K 2.66% 5
2025
Q4 		$12.8M Sell
38,099
-451
-1% -$150K 2.7% 4
2025
Q3 		$12.7M Buy
38,550
+649
+2% +$205K 2.8% 5
2025
Q2 		$11.5M Buy
37,901
+368
+1% +$104K 2.87% 5
2025
Q1 		$10.3M Buy
37,533
+615
+2% +$179K 2.82% 4
2024
Q4 		$10.7M Buy
36,918
+169
+0.5% +$49.3K 2.85% 5
2024
Q3 		$10.4M Buy
36,749
+1,014
+3% +$277K 2.82% 6
2024
Q2 		$9.56M Buy
35,735
+312
+0.9% +$80.8K 2.97% 5
2024
Q1 		$9.21M Sell
35,423
-649
-2% -$161K 2.96% 5
2023
Q4 		$8.56M Buy
36,072
+65
+0.2% +$14.4K 3.09% 5
2023
Q3 		$7.65M Sell
36,007
-103
-0.3% -$22.8K 3.04% 5
2023
Q2 		$7.95M Buy
36,110
+78
+0.2% +$16.3K 3.11% 4
2023
Q1 		$7.35M Buy
36,032
+322
+0.9% +$64.5K 3.06% 5
2022
Q4 		$6.83M Sell
35,710
-138
-0.4% -$26.6K 3.11% 4
2022
Q3 		$6.43M Sell
35,848
-57
-0.2% -$11.4K 3.35% 4
2022
Q2 		$6.77M Sell
35,905
-31,866
-47% -$6.55M 3.06% 6
2022
Q1 		$15.4M Sell
67,771
-716
-1% -$161K 6.28% 2
2021
Q4 		$16.5M Buy
68,487
+28
+0% +$6.61K 7.62% 2
2021
Q3 		$15.2M Sell
68,459
-680
-1% -$155K 7.79% 2
2021
Q2 		$15.4M Sell
69,139
-647
-0.9% -$140K 7.92% 2
2021
Q1 		$14.4M Sell
69,786
-284
-0.4% -$57.5K 8.21% 1
2020
Q4 		$13.6M Sell
70,070
-305
-0.4% -$55.8K 8.51% 1
2020
Q3 		$12M Buy
70,375
+360
+0.5% +$60.5K 8.06% 1
2020
Q2 		$11M Sell
70,015
-8,932
-11% -$1.32M 7.89% 1
2020
Q1 		$10.2M Sell
78,947
-1,233
-2% -$191K 7.97% 2
2019
Q4 		$13.1M Sell
80,180
-521
-0.6% -$81.6K 7.77% 2
2019
Q3 		$11.8M Buy
80,701
+114
+0.1% +$17.2K 7.98% 2
2019
Q2 		$12.2M Sell
80,587
-13
-0% -$1.92K 8.26% 2
2019
Q1 		$11.7M Buy
+80,600
New +$11.2M 8.46% 2

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

Lantz Financial's VTI Position: Q2 2026 in Review

Lantz Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $366K and bringing the position to 41,154 shares worth $15.2M. The position accounts for 2.79% of the portfolio, ranked #5.

Lantz Financial first reported a position in VTI in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.5M in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lantz Financial held 41,154 shares of Vanguard Morningstar Total Stock Market ETF worth $15.2M as of Q2 2026.
  • Lantz Financial bought 1,024 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $366K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.79% of Lantz Financial's portfolio in Q2 2026, its #5 holding.
  • Lantz Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $16.5M in Q4 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.