Leelyn Smith’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Leelyn Smith’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	$265K	Sell	715 -71	-9%	-$25.4K	0.03%	146
2026 Q1	$252K	Buy	786 +21	+3%	+$7.05K	0.04%	142
2025 Q4	$256K	Buy	+765	New	+$254K	0.04%	138
2023 Q1	–	Sell	-490	Closed	-$93.7K	–	431
2022 Q4	$93.7K	Buy	490 +307	+168%	+$59.2K	0.03%	136
2022 Q3	$33K	Sell	183 -285	-61%	-$56.8K	0.01%	182
2022 Q2	$88K	Buy	468 +2	+0.4%	+$411	0.02%	164
2022 Q1	$106K	Buy	466 +1	+0.2%	+$225	0.03%	156
2021 Q4	$112K	Buy	465 +305	+191%	+$72K	0.03%	154
2021 Q3	$35K	Buy	160 +1	+0.6%	+$228	0.01%	210
2021 Q2	$35K	Sell	159 -1	-0.6%	-$217	0.01%	208
2021 Q1	$33K	Buy	160 +1	+0.6%	+$202	0.01%	218
2020 Q4	$31K	Buy	159 +122	+330%	+$22.3K	0.01%	214
2020 Q3	$6K	Hold	37	–	–	﹤0.01%	292
2020 Q2	$6K	Hold	37	–	–	﹤0.01%	353
2020 Q1	$5K	Sell	37 -267	-88%	-$41.3K	﹤0.01%	286
2019 Q4	$50	Buy	+304	New	+$47.6K	0.02%	189

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

Leelyn Smith's VTI Position: Q2 2026 in Review

Leelyn Smith reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9% in Q2 2026, selling an estimated $25.4K and leaving 715 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #146.

Leelyn Smith first reported a position in VTI in Q4 2019 and has held it in 16 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Leelyn Smith held 715 shares of Vanguard Morningstar Total Stock Market ETF worth $265K as of Q2 2026.
Leelyn Smith sold 71 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Leelyn Smith's portfolio in Q2 2026, its #146 holding.
Leelyn Smith first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 16 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.