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Loudon Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Loudon Investment Management’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 		$1.19M Sell
3,208
-46
-1% -$16.4K 0.58% 45
2026
Q1 		$1.04M Sell
3,254
-14
-0.4% -$4.7K 0.56% 46
2025
Q4 		$1.1M Buy
3,268
+32
+1% +$10.6K 0.57% 45
2025
Q3 		$1.06M Buy
3,236
+12
+0.4% +$3.79K 0.56% 45
2025
Q2 		$980K Sell
3,224
-340
-10% -$95.6K 0.54% 49
2025
Q1 		$980K Sell
3,564
-58
-2% -$16.9K 0.56% 45
2024
Q4 		$1.05M Buy
3,622
+200
+6% +$58.4K 0.6% 44
2024
Q3 		$969K Buy
3,422
+128
+4% +$34.9K 0.53% 45
2024
Q2 		$881K Sell
3,294
-128
-4% -$33.1K 0.52% 46
2024
Q1 		$889K Sell
3,422
-222
-6% -$54.9K 0.51% 48
2023
Q4 		$864K Buy
3,644
+853
+31% +$189K 0.53% 48
2023
Q3 		$593K Sell
2,791
-656
-19% -$145K 0.41% 60
2023
Q2 		$759K Buy
3,447
+99
+3% +$20.6K 0.5% 51
2023
Q1 		$683K Buy
3,348
+326
+11% +$65.3K 0.47% 55
2022
Q4 		$578K Buy
3,022
+480
+19% +$92.5K 0.42% 62
2022
Q3 		$456K Buy
2,542
+384
+18% +$76.5K 0.36% 63
2022
Q2 		$407K Buy
2,158
+150
+7% +$30.8K 0.31% 69
2022
Q1 		$457K Buy
2,008
+13
+0.7% +$2.92K 0.3% 68
2021
Q4 		$482K Buy
1,995
+80
+4% +$18.9K 0.31% 66
2021
Q3 		$425K Buy
1,915
+120
+7% +$27.4K 0.3% 68
2021
Q2 		$400K Buy
1,795
+125
+7% +$27.1K 0.27% 68
2021
Q1 		$345K Buy
1,670
+120
+8% +$24.3K 0.25% 65
2020
Q4 		$302K Sell
1,550
-70
-4% -$12.8K 0.24% 62
2020
Q3 		$276K Hold
1,620
– – 0.23% 65
2020
Q2 		$254K Hold
1,620
– – 0.22% 67
2020
Q1 		$209K Buy
+1,620
New +$250K 0.22% 73

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Loudon Investment Management's VTI Position: Q2 2026 in Review

Loudon Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $16.4K and leaving 3,208 shares worth $1.19M. The position accounts for 0.58% of the portfolio, ranked #45.

Loudon Investment Management first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Loudon Investment Management held 3,208 shares of Vanguard Morningstar Total Stock Market ETF worth $1.19M as of Q2 2026.
  • Loudon Investment Management sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.58% of Loudon Investment Management's portfolio in Q2 2026, its #45 holding.
  • Loudon Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.