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Lawood & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lawood & Co’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 		$1.15M Sell
3,112
-373
-11% -$133K 0.78% 36
2026
Q1 		$1.12M Hold
3,485
– – 1.04% 31
2025
Q4 		$1.17M Buy
+3,485
New +$1.16M 1.11% 30

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

Lawood & Co's VTI Position: Q2 2026 in Review

Lawood & Co reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $133K and leaving 3,112 shares worth $1.15M. The position accounts for 0.78% of the portfolio, ranked #36.

Lawood & Co first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 3,675 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lawood & Co held 3,112 shares of Vanguard Morningstar Total Stock Market ETF worth $1.15M as of Q2 2026.
  • Lawood & Co sold 373 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.78% of Lawood & Co's portfolio in Q2 2026, its #36 holding.
  • Lawood & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Lawood & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $1.17M in Q4 2025.
  • 3,675 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.