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Moody Lynn & Lieberson’s Vanguard Total Stock Market ETF VTI Stock Holding History

Moody Lynn & Lieberson’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 		$6.67M Buy
18,026
+21
+0.1% +$7.51K 0.35% 48
2026
Q1 		$5.78M Buy
18,005
+178
+1% +$59.7K 0.32% 50
2025
Q4 		$5.98M Buy
17,827
+95
+0.5% +$31.6K 0.32% 47
2025
Q3 		$5.82M Buy
17,732
+58
+0.3% +$18.3K 0.31% 49
2025
Q2 		$5.37M Buy
17,674
+287
+2% +$80.7K 0.31% 55
2025
Q1 		$4.78M Buy
17,387
+277
+2% +$80.5K 0.31% 53
2024
Q4 		$4.96M Sell
17,110
-129
-0.7% -$37.6K 0.3% 50
2024
Q3 		$4.88M Sell
17,239
-66
-0.4% -$18K 0.3% 55
2024
Q2 		$4.63M Buy
17,305
+170
+1% +$44K 0.3% 52
2024
Q1 		$4.45M Buy
17,135
+126
+0.7% +$31.2K 0.3% 58
2023
Q4 		$4.03M Sell
17,009
-865
-5% -$191K 0.31% 58
2023
Q3 		$3.8M Sell
17,874
-110
-0.6% -$24.3K 0.33% 55
2023
Q2 		$3.96M Buy
17,984
+124
+0.7% +$25.9K 0.32% 60
2023
Q1 		$3.65M Buy
17,860
+223
+1% +$44.6K 0.33% 63
2022
Q4 		$3.37M Buy
17,637
+2,460
+16% +$474K 0.31% 67
2022
Q3 		$2.72M Buy
15,177
+33
+0.2% +$6.58K 0.26% 69
2022
Q2 		$2.86M Buy
15,144
+5
+0% +$1.03K 0.26% 73
2022
Q1 		$3.45M Sell
15,139
-778
-5% -$175K 0.25% 72
2021
Q4 		$3.84M Buy
15,917
+9,372
+143% +$2.21M 0.26% 71
2021
Q3 		$1.45M Buy
6,545
+149
+2% +$34K 0.11% 100
2021
Q2 		$1.43M Sell
6,396
-92
-1% -$20K 0.11% 99
2021
Q1 		$1.34M Sell
6,488
-55
-0.8% -$11.1K 0.11% 96
2020
Q4 		$1.27M Buy
6,543
+126
+2% +$23K 0.11% 102
2020
Q3 		$1.09M Buy
6,417
+167
+3% +$28.1K 0.11% 97
2020
Q2 		$978K Sell
6,250
-256
-4% -$37.8K 0.11% 91
2020
Q1 		$839 Buy
6,506
+565
+10% +$87.4K 0.12% 84
2019
Q4 		$972K Sell
5,941
-339
-5% -$53.1K 0.09% 116
2019
Q3 		$948K Buy
6,280
+87
+1% +$13.1K 0.11% 98
2019
Q2 		$930K Buy
6,193
+491
+9% +$72.3K 0.1% 109
2019
Q1 		$825K Buy
5,702
+348
+6% +$48.6K 0.09% 104
2018
Q4 		$683K Sell
5,354
-802
-13% -$111K 0.09% 106
2018
Q3 		$921K Sell
6,156
-775
-11% -$114K 0.1% 108
2018
Q2 		$973K Buy
6,931
+79
+1% +$11K 0.11% 104
2018
Q1 		$930K Sell
6,852
-187
-3% -$26.2K 0.11% 105
2017
Q4 		$1.02M Buy
7,039
+204
+3% +$27.3K 0.11% 107
2017
Q3 		$885K Sell
6,835
-187
-3% -$23.7K 0.11% 113
2017
Q2 		$874K Buy
7,022
+170
+2% +$20.9K 0.11% 108
2017
Q1 		$831K Buy
6,852
+117
+2% +$14K 0.12% 93
2016
Q4 		$777K Buy
6,735
+470
+8% +$52.9K 0.11% 97
2016
Q3 		$697K Buy
6,265
+693
+12% +$76.9K 0.12% 93
2016
Q2 		$597K Sell
5,572
-12,821
-70% -$1.36M 0.11% 88
2016
Q1 		$1.93M Buy
18,393
+9,954
+118% +$987K 0.3% 74
2015
Q4 		$880K Buy
8,439
+729
+9% +$76.8K 0.14% 96
2015
Q3 		$761K Sell
7,710
-930
-11% -$97.6K 0.15% 85
2015
Q2 		$925K Buy
8,640
+308
+4% +$33.6K 0.15% 97
2015
Q1 		$894K Sell
8,332
-95
-1% -$10.1K 0.14% 96
2014
Q4 		$893K Buy
8,427
+1,821
+28% +$188K 0.13% 107
2014
Q3 		$669K Buy
6,606
+900
+16% +$92K 0.1% 113
2014
Q2 		$581K Buy
5,706
+95
+2% +$9.36K 0.08% 118
2014
Q1 		$547K Sell
5,611
-165
-3% -$15.8K 0.08% 123
2013
Q4 		$554K Sell
5,776
-4,710
-45% -$433K 0.08% 128
2013
Q3 		$919K Sell
10,486
-7,034
-40% -$611K 0.14% 113
2013
Q2 		$1.45M Buy
+17,520
New +$1.45M 0.25% 91

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Moody Lynn & Lieberson's VTI Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Vanguard Total Stock Market ETF (VTI) stake by 0.12% in Q2 2026, buying an estimated $7.51K and bringing the position to 18,026 shares worth $6.67M. The position accounts for 0.35% of the portfolio, ranked #48.

Moody Lynn & Lieberson first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Moody Lynn & Lieberson held 18,026 shares of Vanguard Total Stock Market ETF worth $6.67M as of Q2 2026.
  • Moody Lynn & Lieberson bought 21 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $7.51K.
  • Vanguard Total Stock Market ETF made up 0.35% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #48 holding.
  • Moody Lynn & Lieberson first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.