Lynx Investment Advisory’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
$4.3M Buy
11,633
+10,200
+712% +$3.65M 1.41% 13
2026
Q1
$460K Buy
+1,433
New +$481K 0.22% 103
2024
Q3
Sell
-26
Closed -$7K 763
2024
Q2
$7K Buy
+26
New +$6.73K 0.01% 434

Other funds holding VTI

Lynx Investment Advisory's VTI Position: Q2 2026 in Review

Lynx Investment Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 712% in Q2 2026, buying an estimated $3.65M and bringing the position to 11,633 shares worth $4.3M. The position accounts for 1.41% of the portfolio, ranked #13.

Lynx Investment Advisory first reported a position in VTI in Q2 2024 and has held it in 3 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lynx Investment Advisory held 11,633 shares of Vanguard Morningstar Total Stock Market ETF worth $4.3M as of Q2 2026.
  • Lynx Investment Advisory bought 10,200 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.65M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.41% of Lynx Investment Advisory's portfolio in Q2 2026, its #13 holding.
  • Lynx Investment Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 3 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.