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

Neumann 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	$1.46M	Buy	3,938 +118	+3%	+$42.2K	0.96%	27
2026 Q1	$1.23M	Sell	3,820 -1,646	-30%	-$552K	0.36%	56
2025 Q4	$1.83M	Sell	5,466 -448	-8%	-$149K	0.53%	45
2025 Q3	$1.94M	Sell	5,914 -1,067	-15%	-$337K	0.57%	41
2025 Q2	$2.12M	Sell	6,981 -510	-7%	-$143K	0.67%	40
2025 Q1	$2.06M	Sell	7,491 -322	-4%	-$93.5K	0.71%	40
2024 Q4	$2.26M	Buy	7,813 +10	+0.1%	+$2.92K	0.75%	33
2024 Q3	$2.21M	Sell	7,803 -40	-0.5%	-$10.9K	0.74%	37
2024 Q2	$2.1M	Sell	7,843 -1,015	-11%	-$263K	0.72%	38
2024 Q1	$2.3M	Sell	8,858 -335	-4%	-$82.9K	0.82%	34
2023 Q4	$2.18M	Buy	9,193 +25	+0.3%	+$5.53K	0.87%	33
2023 Q3	$1.95M	Sell	9,168 -200	-2%	-$44.3K	0.85%	33
2023 Q2	$2.06M	Sell	9,368 -100	-1%	-$20.9K	0.85%	33
2023 Q1	$1.93M	Sell	9,468 -730	-7%	-$146K	0.85%	36
2022 Q4	$1.95M	Sell	10,198 -25	-0.2%	-$4.82K	0.92%	34
2022 Q3	$1.83M	Sell	10,223 -435	-4%	-$86.7K	0.94%	34
2022 Q2	$2.01M	Buy	10,658 +335	+3%	+$68.8K	1.02%	32
2022 Q1	$2.35M	Sell	10,323 -2,265	-18%	-$509K	1%	31
2021 Q4	$3.04M	Sell	12,588 -71	-0.6%	-$16.8K	1.24%	24
2021 Q3	$2.81M	Hold	12,659	–	–	1.26%	23
2021 Q2	$2.82M	Sell	12,659 -2,226	-15%	-$483K	1.27%	24
2021 Q1	$3.08M	Buy	14,885 +90	+0.6%	+$18.2K	1.46%	19
2020 Q4	$2.88M	Sell	14,795 -85	-0.6%	-$15.5K	1.45%	19
2020 Q3	$2.53M	Buy	14,880 +25	+0.2%	+$4.21K	1.46%	21
2020 Q2	$2.33M	Sell	14,855 -250	-2%	-$36.9K	1.42%	24
2020 Q1	$1.95M	Buy	15,105 +614	+4%	+$94.9K	1.42%	22
2019 Q4	$2.37M	Sell	14,491 -95	-0.7%	-$14.9K	1.38%	21
2019 Q3	$2.2M	Sell	14,586 -505	-3%	-$76.1K	1.36%	23
2019 Q2	$2.27M	Sell	15,091 -199	-1%	-$29.3K	1.4%	22
2019 Q1	$2.21M	Sell	15,290 -1,368	-8%	-$191K	1.41%	22
2018 Q4	$2.13M	Buy	16,658 +668	+4%	+$92.2K	1.6%	21
2018 Q3	$2.39M	Sell	15,990 -138	-0.9%	-$20.3K	1.41%	23
2018 Q2	$2.27M	Sell	16,128 -205	-1%	-$28.6K	1.42%	24
2018 Q1	$2.22M	Sell	16,333 -116	-0.7%	-$16.3K	1.41%	25
2017 Q4	$2.26M	Sell	16,449 -1,492	-8%	-$200K	1.38%	27
2017 Q3	$2.32M	Sell	17,941 -118	-0.7%	-$14.9K	1.44%	22
2017 Q2	$2.25M	Sell	18,059 -463	-2%	-$57.1K	1.45%	22
2017 Q1	$2.25M	Sell	18,522 -390	-2%	-$46.7K	1.46%	21
2016 Q4	$2.18M	Buy	18,912 +846	+5%	+$95.2K	1.41%	25
2016 Q3	$2.01M	Sell	18,066 -730	-4%	-$81K	1.34%	23
2016 Q2	$2.01M	Buy	18,796 +25	+0.1%	+$2.65K	1.34%	24
2016 Q1	$1.97M	Buy	18,771 +1,184	+7%	+$117K	1.3%	25
2015 Q4	$1.83M	Sell	17,587 -270	-2%	-$28.4K	1.27%	26
2015 Q3	$1.76M	Buy	17,857 +655	+4%	+$68.8K	1.25%	28
2015 Q2	$1.84M	Buy	17,202 +2,706	+19%	+$295K	1.18%	29
2015 Q1	$1.55M	Buy	14,496 +748	+5%	+$79.9K	0.99%	36
2014 Q4	$1.46M	Buy	+13,748	New	+$1.42M	0.95%	34

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

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

Neumann Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.1% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,938 shares worth $1.46M. The position accounts for 0.96% of the portfolio, ranked #27.

Neumann Capital Management first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.08M in Q1 2021. 1,904 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Neumann Capital Management held 3,938 shares of Vanguard Morningstar Total Stock Market ETF worth $1.46M as of Q2 2026.
Neumann Capital Management bought 118 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $42.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.96% of Neumann Capital Management's portfolio in Q2 2026, its #27 holding.
Neumann Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
Neumann Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.08M in Q1 2021.
1,904 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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