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Monarch Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Monarch Capital Management’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 		$280K Sell
758
-48
-6% -$17.2K 0.06% 119
2026
Q1 		$259K Hold
806
– – 0.06% 120
2025
Q4 		$270K Hold
806
– – 0.07% 115
2025
Q3 		$265K Buy
806
+18
+2% +$5.69K 0.07% 114
2025
Q2 		$240K Hold
788
– – 0.06% 111
2025
Q1 		$217K Buy
788
+12
+2% +$3.49K 0.06% 111
2024
Q4 		$225K Hold
776
– – 0.06% 110
2024
Q3 		$220K Sell
776
-1
-0.1% -$273 0.06% 115
2024
Q2 		$209K Hold
777
– – 0.06% 113
2024
Q1 		$202K Buy
+777
New +$192K 0.06% 114
2022
Q3 		– Sell
-1,469
Closed -$277K – 120
2022
Q2 		$277K Buy
1,469
+114
+8% +$23.4K 0.08% 103
2022
Q1 		$308K Sell
1,355
-175
-11% -$39.4K 0.08% 103
2021
Q4 		$369K Buy
1,530
+120
+9% +$28.3K 0.09% 99
2021
Q3 		$313K Buy
1,410
+343
+32% +$78.2K 0.09% 101
2021
Q2 		$238K Buy
1,067
+28
+3% +$6.08K 0.07% 107
2021
Q1 		$215K Buy
+1,039
New +$210K 0.06% 106

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

Monarch Capital Management's VTI Position: Q2 2026 in Review

Monarch Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6% in Q2 2026, selling an estimated $17.2K and leaving 758 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #119.

Monarch Capital Management first reported a position in VTI in Q1 2021 and has held it in 16 quarters since. The position peaked at $369K in Q4 2021. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Monarch Capital Management held 758 shares of Vanguard Morningstar Total Stock Market ETF worth $280K as of Q2 2026.
  • Monarch Capital Management sold 48 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Monarch Capital Management's portfolio in Q2 2026, its #119 holding.
  • Monarch Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 16 quarters since.
  • Monarch Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $369K in Q4 2021.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.