Newman Dignan & Sheerar Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Newman Dignan & Sheerar Inc’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	$534K	Buy	1,443 +153	+12%	+$54.7K	0.1%	120
2026 Q1	$414K	Sell	1,290 -63	-5%	-$21.1K	0.09%	138
2025 Q4	$454K	Sell	1,353 -168	-11%	-$55.9K	0.09%	125
2025 Q3	$499K	Buy	1,521 +1	+0.1%	+$316	0.11%	118
2025 Q2	$462K	Buy	+1,520	New	+$428K	0.11%	121
2015 Q1	–	Sell	-35	Closed	-$4	–	157
2014 Q4	$4	Buy	+35	New	+$3.62K	﹤0.01%	147

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VTI Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $54.7K and bringing the position to 1,443 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #120.

Newman Dignan & Sheerar Inc first reported a position in VTI in Q4 2014 and has held it in 6 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Newman Dignan & Sheerar Inc held 1,443 shares of Vanguard Morningstar Total Stock Market ETF worth $534K as of Q2 2026.
Newman Dignan & Sheerar Inc bought 153 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $54.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #120 holding.
Newman Dignan & Sheerar Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 6 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.