Lunt Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lunt Capital 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	$6.6M	Sell	17,831 -374	-2%	-$134K	2.42%	12
2026 Q1	$5.84M	Buy	18,205 +830	+5%	+$278K	2.24%	13
2025 Q4	$5.83M	Buy	17,375 +9,241	+114%	+$3.07M	2.18%	14
2025 Q3	$2.67M	Buy	8,134 +3,579	+79%	+$1.13M	1.02%	28
2025 Q2	$1.38M	Buy	4,555 +3,573	+364%	+$1M	0.53%	38
2025 Q1	$270K	Hold	982	–	–	0.1%	74
2024 Q4	$285K	Hold	982	–	–	0.11%	73
2024 Q3	$278K	Hold	982	–	–	0.13%	77
2024 Q2	$263K	Hold	982	–	–	0.13%	75
2024 Q1	$255K	Hold	982	–	–	0.13%	80
2023 Q4	$233K	Hold	982	–	–	0.12%	78
2023 Q3	$209K	Hold	982	–	–	0.11%	72
2023 Q2	$216K	Buy	+982	New	+$205K	0.12%	77

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Lunt Capital Management's VTI Position: Q2 2026 in Review

Lunt Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $134K and leaving 17,831 shares worth $6.6M. The position accounts for 2.42% of the portfolio, ranked #12.

Lunt Capital Management first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 1,978 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Lunt Capital Management held 17,831 shares of Vanguard Morningstar Total Stock Market ETF worth $6.6M as of Q2 2026.
Lunt Capital Management sold 374 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $134K.
Vanguard Morningstar Total Stock Market ETF made up 2.42% of Lunt Capital Management's portfolio in Q2 2026, its #12 holding.
Lunt Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
1,978 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.