Lodestar Private Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28M Buy
75,753
+2,831
+4% +$1.01M 2.42% 11
2026
Q1
$23.4M Buy
72,922
+803
+1% +$269K 2.31% 12
2025
Q4
$24.2M Buy
72,119
+1,790
+3% +$595K 2.43% 11
2025
Q3
$23.1M Buy
70,329
+1,688
+2% +$533K 2.41% 10
2025
Q2
$20.9M Buy
68,641
+281
+0.4% +$79K 2.4% 9
2025
Q1
$18.8M Buy
68,360
+4,626
+7% +$1.34M 2.36% 9
2024
Q4
$18.5M Buy
63,734
+1,824
+3% +$532K 2.31% 9
2024
Q3
$17.5M Buy
61,910
+194
+0.3% +$52.9K 2.23% 9
2024
Q2
$16.5M Buy
61,716
+2,023
+3% +$524K 2.27% 9
2024
Q1
$15.5M Buy
59,693
+330
+0.6% +$81.6K 2.21% 10
2023
Q4
$14.1M Buy
59,363
+1,717
+3% +$380K 2.16% 10
2023
Q3
$12.2M Sell
57,646
-262
-0.5% -$58K 2.1% 12
2023
Q2
$12.8M Buy
57,908
+1,884
+3% +$393K 2.14% 13
2023
Q1
$11.4M Buy
56,024
+1,206
+2% +$241K 2.04% 13
2022
Q4
$10.5M Buy
+54,818
New +$10.6M 2.01% 14

Other funds holding VTI

Lodestar Private Asset Management's VTI Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, buying an estimated $1.01M and bringing the position to 75,753 shares worth $28M. The position accounts for 2.42% of the portfolio, ranked #11.

Lodestar Private Asset Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lodestar Private Asset Management held 75,753 shares of Vanguard Morningstar Total Stock Market ETF worth $28M as of Q2 2026.
  • Lodestar Private Asset Management bought 2,831 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.42% of Lodestar Private Asset Management's portfolio in Q2 2026, its #11 holding.
  • Lodestar Private Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.