LHM Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LHM Inc’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	$126M	Buy	339,336 +2,440	+0.7%	+$872K	42.84%	1
2026 Q1	$108M	Sell	336,896 -930	-0.3%	-$312K	42.55%	1
2025 Q4	$113M	Sell	337,826 -52,821	-14%	-$17.6M	42.14%	1
2025 Q3	$129M	Sell	390,647 -10,491	-3%	-$3.31M	42.52%	1
2025 Q2	$122M	Sell	401,138 -13,413	-3%	-$3.77M	40.52%	1
2025 Q1	$114M	Sell	414,551 -7,213	-2%	-$2.1M	37.77%	1
2024 Q4	$122M	Sell	421,764 -55,890	-12%	-$16.3M	38.9%	1
2024 Q3	$136M	Sell	477,654 -14,425	-3%	-$3.93M	42.69%	1
2024 Q2	$132M	Buy	492,079 +125,360	+34%	+$32.4M	55.75%	1
2024 Q1	$95.3M	Sell	366,719 -78,214	-18%	-$19.4M	67.32%	1
2023 Q4	$106M	Buy	+444,933	New	+$98.4M	87.5%	1

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

LHM Inc's VTI Position: Q2 2026 in Review

LHM Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q2 2026, buying an estimated $872K and bringing the position to 339,336 shares worth $126M. The position accounts for 42.84% of the portfolio, ranked #1.

LHM Inc first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $136M in Q3 2024. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

LHM Inc held 339,336 shares of Vanguard Morningstar Total Stock Market ETF worth $126M as of Q2 2026.
LHM Inc bought 2,440 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $872K.
Vanguard Morningstar Total Stock Market ETF made up 42.84% of LHM Inc's portfolio in Q2 2026, its #1 holding.
LHM Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
LHM Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $136M in Q3 2024.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LHM Inc's 13F filing for Q2 2026, filed 12 Aug 2026.