LFS
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Littlejohn Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Littlejohn Financial Services’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 		$1.74M Sell
4,693
-142
-3% -$50.8K 1.26% 33
2026
Q1 		$1.55M Sell
4,835
-181
-4% -$60.7K 1.17% 32
2025
Q4 		$1.68M Sell
5,016
-228
-4% -$75.8K 1.24% 30
2025
Q3 		$1.72M Buy
5,244
+25
+0.5% +$7.9K 1.25% 31
2025
Q2 		$1.59M Sell
5,219
-961
-16% -$270K 1.23% 32
2025
Q1 		$1.7M Sell
6,180
-830
-12% -$241K 1.34% 30
2024
Q4 		$2.03M Buy
+7,010
New +$2.05M 1.82% 20

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

Littlejohn Financial Services's VTI Position: Q2 2026 in Review

Littlejohn Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, selling an estimated $50.8K and leaving 4,693 shares worth $1.74M. The position accounts for 1.26% of the portfolio, ranked #33.

Littlejohn Financial Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Littlejohn Financial Services held 4,693 shares of Vanguard Morningstar Total Stock Market ETF worth $1.74M as of Q2 2026.
  • Littlejohn Financial Services sold 142 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $50.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.26% of Littlejohn Financial Services's portfolio in Q2 2026, its #33 holding.
  • Littlejohn Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Littlejohn Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $2.03M in Q4 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.