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Larch Capital Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Larch Capital Partners’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 		– Sell
-1,552
Closed -$498K – 64
2026
Q1 		$498K Buy
+1,552
New +$521K 0.07% 41

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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

Larch Capital Partners's VTI Position: Q2 2026 in Review

Larch Capital Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 1,552 shares — an estimated $498K sold.

Larch Capital Partners first reported a position in VTI in Q1 2026 and held it in 1 quarter. The position peaked at $498K in Q1 2026. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Larch Capital Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Larch Capital Partners sold 1,552 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $498K.
  • Larch Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Larch Capital Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $498K in Q1 2026.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Larch Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.