Luken Investment Analytics’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Luken Investment Analytics’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	$228K	Buy	617 +7	+1%	+$2.5K	0.08%	62
2026 Q1	$196K	Hold	610	–	–	0.07%	56
2025 Q4	$205K	Hold	610	–	–	0.08%	53
2025 Q3	$200K	Hold	610	–	–	0.08%	54
2025 Q2	$185K	Hold	610	–	–	0.08%	52
2025 Q1	$168K	Hold	610	–	–	0.08%	53
2024 Q4	$177K	Hold	610	–	–	0.08%	49
2024 Q3	$173K	Hold	610	–	–	0.08%	51
2024 Q2	$163K	Buy	610 +103	+20%	+$26.7K	0.08%	54
2024 Q1	$132K	Hold	507	–	–	0.07%	53
2023 Q4	$120K	Hold	507	–	–	0.06%	54
2023 Q3	$108K	Sell	507 -126	-20%	-$27.9K	0.06%	55
2023 Q2	$139K	Sell	633 -61	-9%	-$12.7K	0.08%	48
2023 Q1	$142K	Hold	694	–	–	0.08%	47
2022 Q4	$133K	Buy	+694	New	+$134K	0.08%	46
2020 Q4	$165K	Buy	+847	New	+$155K	0.12%	30

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

Luken Investment Analytics's VTI Position: Q2 2026 in Review

Luken Investment Analytics increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $2.5K and bringing the position to 617 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #62.

Luken Investment Analytics first reported a position in VTI in Q4 2020 and has held it in 16 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Luken Investment Analytics held 617 shares of Vanguard Morningstar Total Stock Market ETF worth $228K as of Q2 2026.
Luken Investment Analytics bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Luken Investment Analytics's portfolio in Q2 2026, its #62 holding.
Luken Investment Analytics first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 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 Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.