Lutz Financial Services’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 | $1.31M | Buy |
3,537
+84
| +2% | +$30K | 0.08% | 58 |
|
|
2026
Q1 | $1.11M | Sell |
3,453
-60
| -2% | -$20.1K | 0.07% | 60 |
|
|
2025
Q4 | $1.18M | Sell |
3,513
-22
| -0.6% | -$7.32K | 0.08% | 60 |
|
|
2025
Q3 | $1.16M | Hold |
3,535
| – | – | 0.08% | 60 |
|
|
2025
Q2 | $1.07M | Hold |
3,535
| – | – | 0.08% | 60 |
|
|
2025
Q1 | $972K | Hold |
3,535
| – | – | 0.08% | 60 |
|
|
2024
Q4 | $1.02M | Sell |
3,535
-129
| -4% | -$37.6K | 0.08% | 59 |
|
|
2024
Q3 | $1.04M | Buy |
3,664
+190
| +5% | +$51.8K | 0.08% | 60 |
|
|
2024
Q2 | $929K | Hold |
3,474
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $903K | Sell |
3,474
-53
| -2% | -$13.1K | 0.08% | 60 |
|
|
2023
Q4 | $837K | Sell |
3,527
-1,262
| -26% | -$279K | 0.08% | 59 |
|
|
2023
Q3 | $1.02M | Sell |
4,789
-143
| -3% | -$31.7K | 0.11% | 53 |
|
|
2023
Q2 | $1.09M | Buy |
4,932
+143
| +3% | +$29.8K | 0.12% | 54 |
|
|
2023
Q1 | $978K | Hold |
4,789
| – | – | 0.11% | 52 |
|
|
2022
Q4 | $916K | Sell |
4,789
-4,100
| -46% | -$790K | 0.11% | 52 |
|
|
2022
Q3 | $1.59M | Buy |
8,889
+4,015
| +82% | +$800K | 0.22% | 43 |
|
|
2022
Q2 | $919K | Hold |
4,874
| – | – | 0.12% | 47 |
|
|
2022
Q1 | $1.11M | Buy |
4,874
+509
| +12% | +$114K | 0.14% | 44 |
|
|
2021
Q4 | $1.05M | Hold |
4,365
| – | – | 0.13% | 45 |
|
|
2021
Q3 | $969K | Hold |
4,365
| – | – | 0.13% | 48 |
|
|
2021
Q2 | $973K | Sell |
4,365
-272
| -6% | -$59K | 0.13% | 47 |
|
|
2021
Q1 | $959K | Sell |
4,637
-2,751
| -37% | -$557K | 0.14% | 43 |
|
|
2020
Q4 | $1.44M | Buy |
7,388
+891
| +14% | +$163K | 0.24% | 42 |
|
|
2020
Q3 | $1.11M | Buy |
6,497
+25
| +0.4% | +$4.21K | 0.21% | 44 |
|
|
2020
Q2 | $1.01M | Sell |
6,472
-1,375
| -18% | -$203K | 0.21% | 44 |
|
|
2020
Q1 | $1.01M | Sell |
7,847
-444
| -5% | -$68.7K | 0.22% | 45 |
|
|
2019
Q4 | $1.36M | Buy |
8,291
+40
| +0.5% | +$6.27K | 0.24% | 43 |
|
|
2019
Q3 | $1.25M | Buy |
8,251
+102
| +1% | +$15.4K | 0.24% | 43 |
|
|
2019
Q2 | $1.22M | Buy |
+8,149
| New | +$1.2M | 0.24% | 42 |
|
|
2018
Q4 | – | Sell |
-1,490
| Closed | -$223K | – | 66 |
|
|
2018
Q3 | $223K | Sell |
1,490
-1,404
| -49% | -$207K | 0.05% | 51 |
|
|
2018
Q2 | $406K | Sell |
2,894
-7
| -0.2% | -$977 | 0.12% | 36 |
|
|
2018
Q1 | $394K | Sell |
2,901
-296
| -9% | -$41.5K | 0.12% | 37 |
|
|
2017
Q4 | $439K | Buy |
+3,197
| New | +$428K | 0.13% | 39 |
|
Other funds holding VTI
RIM
WI
Lutz Financial Services's VTI Position: Q2 2026 in Review
Lutz Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, buying an estimated $30K and bringing the position to 3,537 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #58.
Lutz Financial Services first reported a position in VTI in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.59M in Q3 2022. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Lutz Financial Services held 3,537 shares of Vanguard Morningstar Total Stock Market ETF worth $1.31M as of Q2 2026.
- Lutz Financial Services bought 84 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $30K.
- Vanguard Morningstar Total Stock Market ETF made up 0.08% of Lutz Financial Services's portfolio in Q2 2026, its #58 holding.
- Lutz Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
- Lutz Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.59M in Q3 2022.
- 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.