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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.1M Buy
233,826
+9,550
+4% +$2.9M 6.24% 3
2025
Q1
$61.6M Sell
224,276
-20,092
-8% -$5.52M 5.25% 6
2024
Q4
$70.8M Sell
244,368
-16,964
-6% -$4.92M 5.58% 4
2024
Q3
$75.4M Buy
261,332
+27,315
+12% +$7.88M 7.45% 3
2024
Q2
$62.6M Buy
234,017
+5,862
+3% +$1.57M 6.54% 4
2024
Q1
$59.3M Buy
228,155
+11,437
+5% +$2.97M 6.43% 5
2023
Q4
$51.4M Buy
216,718
+18,431
+9% +$4.37M 5.91% 5
2023
Q3
$42.1M Buy
198,287
+5,870
+3% +$1.25M 5.78% 6
2023
Q2
$42.4M Buy
192,417
+24,122
+14% +$5.31M 5.63% 5
2023
Q1
$34.3M Sell
168,295
-1,120
-0.7% -$229K 5.05% 7
2022
Q4
$32.4M Buy
169,415
+25,225
+17% +$4.82M 5.47% 6
2022
Q3
$25.9M Buy
144,190
+18,876
+15% +$3.39M 4.9% 6
2022
Q2
$23.6M Buy
125,314
+38,097
+44% +$7.19M 4.49% 7
2022
Q1
$19.9M Buy
87,217
+15,130
+21% +$3.44M 3.72% 6
2021
Q4
$17.4M Buy
72,087
+3,756
+5% +$907K 2.64% 9
2021
Q3
$15.3M Buy
68,331
+17,210
+34% +$3.86M 2.56% 12
2021
Q2
$11.4M Buy
51,121
+10,621
+26% +$2.37M 1.28% 24
2021
Q1
$8.37M Buy
40,500
+2,436
+6% +$504K 0.84% 24
2020
Q4
$7.41M Sell
38,064
-2,026
-5% -$394K 0.83% 25
2020
Q3
$6.83M Buy
40,090
+84
+0.2% +$14.3K 0.85% 24
2020
Q2
$6.26M Sell
40,006
-6,739
-14% -$1.05M 0.86% 22
2020
Q1
$6.03M Buy
+46,745
New +$6.03M 1.11% 21