Main Street Research’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Main Street Research’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	$464K	Sell	1,255 -34	-3%	-$12.2K	0.02%	95
2026 Q1	$414K	Sell	1,289 -249	-16%	-$83.5K	0.02%	93
2025 Q4	$516K	Sell	1,538 -114	-7%	-$37.9K	0.03%	79
2025 Q3	$542K	Sell	1,652 -355	-18%	-$112K	0.03%	78
2025 Q2	$612K	Buy	2,007 +9	+0.5%	+$2.53K	0.04%	65
2025 Q1	$549K	Sell	1,998 -803	-29%	-$233K	0.04%	69
2024 Q4	$812K	Buy	+2,801	New	+$817K	0.05%	62
2022 Q2	–	Sell	-2,302	Closed	-$524K	–	123
2022 Q1	$524K	Sell	2,302 -429	-16%	-$96.5K	0.05%	69
2021 Q4	$659K	Buy	2,731 +474	+21%	+$112K	0.05%	71
2021 Q3	$501K	Sell	2,257 -3,545	-61%	-$808K	0.04%	82
2021 Q2	$1.29M	Sell	5,802 -51	-0.9%	-$11.1K	0.1%	63
2021 Q1	$1.21M	Buy	5,853 +73	+1%	+$14.8K	0.11%	61
2020 Q4	$1.13M	Buy	+5,780	New	+$1.06M	0.12%	56
2020 Q3	–	Sell	-5,119	Closed	-$801K	–	114
2020 Q2	$801K	Sell	5,119 -780	-13%	-$115K	0.13%	53
2020 Q1	$760K	Sell	5,899 -1	-0%	-$155	0.19%	42
2019 Q4	$965K	Buy	5,900 +1	+0%	+$157	0.15%	50
2019 Q3	$891K	Hold	5,899	–	–	0.17%	48
2019 Q2	$885K	Hold	5,899	–	–	0.2%	42
2019 Q1	$854K	Hold	5,899	–	–	0.27%	36
2018 Q4	$753K	Sell	5,899 -909	-13%	-$125K	0.29%	33
2018 Q3	$1.02M	Sell	6,808 -520	-7%	-$76.5K	0.15%	50
2018 Q2	$1.03M	Sell	7,328 -1,474	-17%	-$206K	0.16%	50
2018 Q1	$1.2M	Hold	8,802	–	–	0.19%	52
2017 Q4	$1.21M	Hold	8,802	–	–	0.18%	53
2017 Q3	$1.14M	Sell	8,802 -170	-2%	-$21.5K	0.18%	56
2017 Q2	$1.12M	Hold	8,972	–	–	0.18%	63
2017 Q1	$1.09M	Hold	8,972	–	–	0.19%	67
2016 Q4	$1.03M	Buy	8,972 +2,758	+44%	+$310K	0.2%	65
2016 Q3	$692K	Buy	6,214 +100	+2%	+$11.1K	0.14%	74
2016 Q2	$655K	Buy	6,114 +525	+9%	+$55.6K	0.14%	71
2016 Q1	$586K	Hold	5,589	–	–	0.15%	64
2015 Q4	$583K	Sell	5,589 -135	-2%	-$14.2K	0.12%	79
2015 Q3	$610K	Buy	5,724 +135	+2%	+$14.2K	0.14%	79
2015 Q2	$598K	Hold	5,589	–	–	0.12%	91
2015 Q1	$599K	Hold	5,589	–	–	0.13%	89
2014 Q4	$592K	Hold	5,589	–	–	0.13%	91
2014 Q3	$566K	Hold	5,589	–	–	0.13%	99
2014 Q2	$569K	Hold	5,589	–	–	0.13%	93
2014 Q1	$545K	Hold	5,589	–	–	0.13%	94
2013 Q4	$536K	Hold	5,589	–	–	0.13%	99
2013 Q3	$490K	Hold	5,589	–	–	0.13%	97
2013 Q2	$462K	Buy	+5,589	New	+$464K	0.14%	98

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

Main Street Research's VTI Position: Q2 2026 in Review

Main Street Research reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, selling an estimated $12.2K and leaving 1,255 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #95.

Main Street Research first reported a position in VTI in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.29M in Q2 2021. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Main Street Research held 1,255 shares of Vanguard Morningstar Total Stock Market ETF worth $464K as of Q2 2026.
Main Street Research sold 34 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Main Street Research's portfolio in Q2 2026, its #95 holding.
Main Street Research first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 42 quarters since.
Main Street Research's Vanguard Morningstar Total Stock Market ETF position peaked at $1.29M in Q2 2021.
1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.