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Lazari Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lazari Capital Management’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 		$3.87M Buy
10,449
+20
+0.2% +$7.15K 1.19% 17
2026
Q1 		$3.35M Buy
10,429
+392
+4% +$132K 1.16% 17
2025
Q4 		$3.37M Sell
10,037
-907
-8% -$302K 1.13% 18
2025
Q3 		$3.59M Sell
10,944
-1,343
-11% -$424K 1.21% 17
2025
Q2 		$3.73M Buy
12,287
+5
+0% +$1.41K 1.41% 13
2025
Q1 		$3.38M Buy
12,282
+566
+5% +$164K 1.38% 14
2024
Q4 		$3.4M Sell
11,716
-3,381
-22% -$986K 1.35% 14
2024
Q3 		$4.27M Sell
15,097
-40
-0.3% -$10.9K 1.83% 9
2024
Q2 		$4.05M Buy
15,137
+13,143
+659% +$3.4M 1.83% 12
2024
Q1 		$518K Buy
1,994
+5
+0.3% +$1.24K 0.28% 59
2023
Q4 		$472K Sell
1,989
-25
-1% -$5.53K 0.27% 65
2023
Q3 		$428K Buy
2,014
+6
+0.3% +$1.33K 0.26% 61
2023
Q2 		$442K Buy
+2,008
New +$419K 0.25% 62

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

Lazari Capital Management's VTI Position: Q2 2026 in Review

Lazari Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.19% in Q2 2026, buying an estimated $7.15K and bringing the position to 10,449 shares worth $3.87M. The position accounts for 1.19% of the portfolio, ranked #17.

Lazari Capital Management first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.27M in Q3 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lazari Capital Management held 10,449 shares of Vanguard Morningstar Total Stock Market ETF worth $3.87M as of Q2 2026.
  • Lazari Capital Management bought 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.19% of Lazari Capital Management's portfolio in Q2 2026, its #17 holding.
  • Lazari Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Lazari Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.27M in Q3 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.