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

Lauterbach Financial 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	$800K	Buy	2,161 +88	+4%	+$31.5K	0.34%	39
2026 Q1	$665K	Buy	2,073 +417	+25%	+$140K	0.32%	39
2025 Q4	$555K	Buy	1,656 +43	+3%	+$14.3K	0.27%	46
2025 Q3	$529K	Sell	1,613 -8	-0.5%	-$2.53K	0.27%	46
2025 Q2	$493K	Hold	1,621	–	–	0.27%	46
2025 Q1	$446K	Buy	1,621 +710	+78%	+$206K	0.28%	48
2024 Q4	$264K	Buy	911 +33	+4%	+$9.63K	0.16%	58
2024 Q3	$249K	Buy	878 +21	+2%	+$5.73K	0.15%	59
2024 Q2	$225K	Buy	857 +23	+3%	+$5.95K	0.15%	60
2024 Q1	$217K	Sell	834 -524	-39%	-$130K	0.14%	65
2023 Q4	$322K	Buy	1,358 +17	+1%	+$3.76K	0.22%	41
2023 Q3	$285K	Buy	1,341 +24	+2%	+$5.31K	0.22%	46
2023 Q2	$290K	Sell	1,317 -4,446	-77%	-$927K	0.22%	46
2023 Q1	$1.18M	Buy	5,763 +286	+5%	+$57.3K	0.95%	14
2022 Q4	$1.05M	Buy	5,477 +645	+13%	+$124K	0.93%	14
2022 Q3	$867K	Buy	4,832 +2,388	+98%	+$476K	0.88%	16
2022 Q2	$461K	Buy	+2,444	New	+$502K	0.44%	25

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lauterbach Financial Advisors's VTI Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, buying an estimated $31.5K and bringing the position to 2,161 shares worth $800K. The position accounts for 0.34% of the portfolio, ranked #39.

Lauterbach Financial Advisors first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q1 2023. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Lauterbach Financial Advisors held 2,161 shares of Vanguard Morningstar Total Stock Market ETF worth $800K as of Q2 2026.
Lauterbach Financial Advisors bought 88 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #39 holding.
Lauterbach Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
Lauterbach Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.18M in Q1 2023.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.