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LBMC Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LBMC Investment 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
Q1 		$919K Buy
2,866
+1
+0% +$336 0.06% 111
2025
Q4 		$960K Sell
2,865
-30
-1% -$9.98K 0.06% 105
2025
Q3 		$950K Buy
2,895
+1
+0% +$316 0.06% 106
2025
Q2 		$879K Hold
2,894
– – 0.06% 95
2025
Q1 		$795K Buy
2,894
+2
+0.1% +$581 0.06% 91
2024
Q4 		$838K Sell
2,892
-34
-1% -$9.92K 0.07% 86
2024
Q3 		$829K Buy
2,926
+953
+48% +$260K 0.07% 84
2024
Q2 		$528K Buy
1,973
+1,003
+103% +$260K 0.05% 103
2024
Q1 		$252K Buy
970
+2
+0.2% +$495 0.02% 152
2023
Q4 		$230K Buy
968
+2
+0.2% +$442 0.02% 150
2023
Q3 		$202K Buy
966
+1
+0.1% +$221 0.02% 155
2023
Q2 		$212K Buy
+965
New +$201K 0.02% 158
2022
Q3 		– Sell
-1,118
Closed -$211K – 164
2022
Q2 		$211K Sell
1,118
-65,720
-98% -$13.5M 0.02% 147
2022
Q1 		$15.2M Buy
66,838
+1,777
+3% +$400K 1.35% 10
2021
Q4 		$15.7M Buy
65,061
+7,050
+12% +$1.66M 1.36% 10
2021
Q3 		$14.7K Sell
58,011
-8,186
-12% -$1.87M 1.37% 10
2021
Q2 		$14.8M Buy
66,197
+163
+0.2% +$35.4K 1.4% 11
2021
Q1 		$13.6M Buy
66,034
+1
+0% +$202 1.44% 11
2020
Q4 		$12.9M Buy
66,033
+4
+0% +$731 1.51% 11
2020
Q3 		$11.2M Buy
+66,029
New +$11.1M 1.56% 11

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBMC Investment Advisors's VTI Position: Q1 2026 in Review

LBMC Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q1 2026, buying an estimated $336 and bringing the position to 2,866 shares worth $919K. The position accounts for 0.06% of the portfolio, ranked #111.

LBMC Investment Advisors first reported a position in VTI in Q3 2020 and has held it in 20 quarters since. The position peaked at $15.7M in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • LBMC Investment Advisors held 2,866 shares of Vanguard Morningstar Total Stock Market ETF worth $919K as of Q1 2026.
  • LBMC Investment Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of LBMC Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 20 quarters since.
  • LBMC Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $15.7M in Q4 2021.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.