McCollum Christoferson Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

McCollum Christoferson Group’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	$354K	Sell	956 -105	-10%	-$37.5K	0.1%	64
2026 Q1	$340K	Sell	1,061 -300	-22%	-$101K	0.1%	61
2025 Q4	$456K	Hold	1,361	–	–	0.13%	56
2025 Q3	$447K	Buy	1,361 +50	+4%	+$15.8K	0.13%	53
2025 Q2	$398K	Sell	1,311 -30	-2%	-$8.44K	0.12%	49
2025 Q1	$369K	Hold	1,341	–	–	0.11%	54
2024 Q4	$389K	Hold	1,341	–	–	0.11%	53
2024 Q3	$380K	Hold	1,341	–	–	0.11%	54
2024 Q2	$359K	Hold	1,341	–	–	0.11%	55
2024 Q1	$349K	Buy	1,341 +4	+0.3%	+$990	0.1%	52
2023 Q4	$317K	Hold	1,337	–	–	0.1%	50
2023 Q3	$284K	Hold	1,337	–	–	0.09%	56
2023 Q2	$295K	Hold	1,337	–	–	0.08%	58
2023 Q1	$273K	Hold	1,337	–	–	0.08%	57
2022 Q4	$256K	Hold	1,337	–	–	0.08%	56
2022 Q3	$240K	Hold	1,337	–	–	0.08%	56
2022 Q2	$252K	Hold	1,337	–	–	0.08%	57
2022 Q1	$304K	Sell	1,337 -10	-0.7%	-$2.25K	0.08%	60
2021 Q4	$325K	Buy	1,347 +250	+23%	+$59K	0.07%	60
2021 Q3	$244K	Sell	1,097 -137	-11%	-$31.2K	0.06%	64
2021 Q2	$275K	Sell	1,234 -35	-3%	-$7.6K	0.07%	62
2021 Q1	$262K	Sell	1,269 -65	-5%	-$13.2K	0.07%	62
2020 Q4	$260K	Sell	1,334 -410	-24%	-$74.9K	0.07%	61
2020 Q3	$297K	Hold	1,744	–	–	0.09%	59
2020 Q2	$273K	Hold	1,744	–	–	0.09%	56
2020 Q1	$225K	Sell	1,744 -524	-23%	-$81K	0.09%	61
2019 Q4	$371K	Buy	2,268 +932	+70%	+$146K	0.12%	58
2019 Q3	$202K	Sell	1,336 -225	-14%	-$33.9K	0.07%	68
2019 Q2	$234K	Sell	1,561 -465	-23%	-$68.5K	0.08%	63
2019 Q1	$293K	Sell	2,026 -130	-6%	-$18.1K	0.11%	62
2018 Q4	$275K	Sell	2,156 -260	-11%	-$35.9K	0.12%	60
2018 Q3	$362K	Sell	2,416 -35	-1%	-$5.15K	0.13%	61
2018 Q2	$344K	Sell	2,451 -150	-6%	-$20.9K	0.14%	61
2018 Q1	$353K	Sell	2,601 -30	-1%	-$4.21K	0.15%	60
2017 Q4	$361K	Buy	+2,631	New	+$352K	0.15%	60

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

McCollum Christoferson Group's VTI Position: Q2 2026 in Review

McCollum Christoferson Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.9% in Q2 2026, selling an estimated $37.5K and leaving 956 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #64.

McCollum Christoferson Group first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. The position peaked at $456K in Q4 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

McCollum Christoferson Group held 956 shares of Vanguard Morningstar Total Stock Market ETF worth $354K as of Q2 2026.
McCollum Christoferson Group sold 105 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of McCollum Christoferson Group's portfolio in Q2 2026, its #64 holding.
McCollum Christoferson Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
McCollum Christoferson Group's Vanguard Morningstar Total Stock Market ETF position peaked at $456K in Q4 2025.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.