MFA
VTI icon

McClarren Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

McClarren Financial Advisors’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 		$20.9M Sell
56,550
-1,729
-3% -$618K 10.82% 1
2026
Q1 		$18.7M Sell
58,279
-8,147
-12% -$2.73M 11.07% 1
2025
Q4 		$19.5M Buy
66,426
+5,837
+10% +$1.94M 11.66% 1
2025
Q3 		$19.4M Buy
60,589
+3,158
+5% +$998K 11.88% 1
2025
Q2 		$17.5M Sell
57,431
-2,568
-4% -$722K 11.36% 1
2025
Q1 		$16.6M Buy
+59,999
New +$17.4M 10.95% 1
2024
Q4 		– Sell
-61,571
Closed -$14.3K – 317
2024
Q3 		$14.3K Buy
61,571
+6,197
+11% +$1.69M 1.8% 13
2024
Q2 		$16.9M Sell
55,374
-7,204
-12% -$1.86M 11.78% 1
2024
Q1 		$16.3M Sell
62,578
-640
-1% -$158K 11.68% 1
2023
Q4 		$15M Sell
63,218
-193
-0.3% -$42.7K 11.43% 1
2023
Q3 		$13.5M Sell
63,411
-1,787
-3% -$396K 11.74% 1
2023
Q2 		$14.4M Buy
65,198
+1,810
+3% +$378K 11.88% 1
2023
Q1 		$12.9M Buy
63,388
+723
+1% +$145K 11.69% 1
2022
Q4 		$12M Buy
62,665
+2,565
+4% +$494K 11.38% 1
2022
Q3 		$10.8M Buy
60,100
+47,546
+379% +$9.48M 10.75% 1
2022
Q2 		$2.36M Sell
12,554
-45,818
-78% -$9.41M 7.57% 3
2022
Q1 		$13.3M Sell
58,372
-31
-0.1% -$6.97K 9.62% 2
2021
Q4 		$14.1M Buy
58,403
+5,992
+11% +$1.41M 9.61% 2
2021
Q3 		$11.6M Buy
52,411
+13,391
+34% +$3.05M 9.07% 2
2021
Q2 		$8.69M Buy
39,020
+11,027
+39% +$2.39M 7.05% 4
2021
Q1 		$5.79M Buy
27,993
+430
+2% +$87K 5.17% 6
2020
Q4 		$5.36M Buy
+27,563
New +$5.04M 5.15% 6

Other funds holding VTI

WI
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
BP
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
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
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

McClarren Financial Advisors's VTI Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $618K and leaving 56,550 shares worth $20.9M. The position accounts for 10.82% of the portfolio, ranked #1.

McClarren Financial Advisors first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • McClarren Financial Advisors held 56,550 shares of Vanguard Morningstar Total Stock Market ETF worth $20.9M as of Q2 2026.
  • McClarren Financial Advisors sold 1,729 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $618K.
  • Vanguard Morningstar Total Stock Market ETF made up 10.82% of McClarren Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.