Lynch & Associates’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 | $540K | Hold |
1,459
| – | – | 0.09% | 104 |
|
|
2026
Q1 | $468K | Buy |
1,459
+20
| +1% | +$6.71K | 0.09% | 100 |
|
|
2025
Q4 | $482K | Hold |
1,439
| – | – | 0.09% | 102 |
|
|
2025
Q3 | $472K | Buy |
1,439
+1
| +0.1% | +$316 | 0.09% | 102 |
|
|
2025
Q2 | $437K | Sell |
1,438
-150
| -9% | -$42.2K | 0.09% | 105 |
|
|
2025
Q1 | $436K | Buy |
1,588
+155
| +11% | +$45K | 0.09% | 100 |
|
|
2024
Q4 | $415K | Hold |
1,433
| – | – | 0.09% | 99 |
|
|
2024
Q3 | $406K | Buy |
1,433
+4
| +0.3% | +$1.09K | 0.09% | 98 |
|
|
2024
Q2 | $382K | Hold |
1,429
| – | – | 0.09% | 100 |
|
|
2024
Q1 | $371K | Hold |
1,429
| – | – | 0.09% | 103 |
|
|
2023
Q4 | $339K | Hold |
1,429
| – | – | 0.08% | 98 |
|
|
2023
Q3 | $304K | Hold |
1,429
| – | – | 0.08% | 97 |
|
|
2023
Q2 | $315K | Hold |
1,429
| – | – | 0.08% | 90 |
|
|
2023
Q1 | $292K | Hold |
1,429
| – | – | 0.08% | 95 |
|
|
2022
Q4 | $273K | Buy |
1,429
+80
| +6% | +$15.4K | 0.07% | 94 |
|
|
2022
Q3 | $242K | Buy |
1,349
+144
| +12% | +$28.7K | 0.07% | 97 |
|
|
2022
Q2 | $227K | Hold |
1,205
| – | – | 0.06% | 94 |
|
|
2022
Q1 | $274K | Hold |
1,205
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $291K | Hold |
1,205
| – | – | 0.07% | 95 |
|
|
2021
Q3 | $268K | Hold |
1,205
| – | – | 0.07% | 93 |
|
|
2021
Q2 | $268K | Hold |
1,205
| – | – | 0.07% | 93 |
|
|
2021
Q1 | $249K | Hold |
1,205
| – | – | 0.07% | 94 |
|
|
2020
Q4 | $235K | Hold |
1,205
| – | – | 0.06% | 99 |
|
|
2020
Q3 | $205K | Buy |
+1,205
| New | +$203K | 0.06% | 96 |
|
|
2016
Q4 | – | Sell |
-1,815
| Closed | -$202K | – | 108 |
|
|
2016
Q3 | $202K | Buy |
+1,815
| New | +$201K | 0.09% | 102 |
|
|
2014
Q4 | – | Sell |
-2,100
| Closed | -$213K | – | 100 |
|
|
2014
Q3 | $213K | Hold |
2,100
| – | – | 0.12% | 90 |
|
|
2014
Q2 | $214K | Hold |
2,100
| – | – | 0.12% | 86 |
|
|
2014
Q1 | $205K | Hold |
2,100
| – | – | 0.12% | 89 |
|
|
2013
Q4 | $201K | Sell |
2,100
-1,400
| -40% | -$129K | 0.12% | 91 |
|
|
2013
Q3 | $307K | Hold |
3,500
| – | – | 0.2% | 81 |
|
|
2013
Q2 | $289K | Buy |
+3,500
| New | +$290K | 0.2% | 84 |
|
Other funds holding VTI
RIM
WI
Lynch & Associates's VTI Position: Q2 2026 in Review
Lynch & Associates held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,459 shares worth $540K. The position accounts for 0.09% of the portfolio, ranked #104.
Lynch & Associates first reported a position in VTI in Q2 2013 and has held it in 31 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Lynch & Associates held 1,459 shares of Vanguard Morningstar Total Stock Market ETF worth $540K as of Q2 2026.
- Lynch & Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Total Stock Market ETF made up 0.09% of Lynch & Associates's portfolio in Q2 2026, its #104 holding.
- Lynch & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 31 quarters since.
- 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.