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

LVM 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	$251K	Buy	678 +1	+0.1%	+$358	0.02%	148
2026 Q1	$217K	Sell	677 -50	-7%	-$16.8K	0.02%	151
2025 Q4	$244K	Sell	727 -5	-0.7%	-$1.66K	0.02%	141
2025 Q3	$240K	Buy	732 +12	+2%	+$3.79K	0.02%	144
2025 Q2	$219K	Buy	+720	New	+$203K	0.02%	142
2025 Q1	–	Sell	-730	Closed	-$211K	–	159
2024 Q4	$211K	Buy	+730	New	+$213K	0.02%	145

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

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

LVM Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, buying an estimated $358 and bringing the position to 678 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #148.

LVM Capital Management first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

LVM Capital Management held 678 shares of Vanguard Morningstar Total Stock Market ETF worth $251K as of Q2 2026.
LVM Capital Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #148 holding.
LVM Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.