O'Donnell Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

O'Donnell Financial Services’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	$2.02M	Hold	5,462	–	–	0.59%	24
2026 Q1	$1.75M	Hold	5,462	–	–	0.6%	24
2025 Q4	$1.83M	Sell	5,462 -9	-0.2%	-$2.99K	0.63%	23
2025 Q3	$1.8M	Hold	5,471	–	–	0.64%	25
2025 Q2	$1.66M	Buy	5,471 +983	+22%	+$276K	0.64%	23
2025 Q1	$1.23M	Buy	4,488 +287	+7%	+$83.4K	0.51%	26
2024 Q4	$1.18M	Hold	4,201	–	–	0.49%	22
2024 Q3	$1.19M	Buy	4,201 +23	+0.6%	+$6.27K	0.48%	25
2024 Q2	$1.12M	Sell	4,178 -671	-14%	-$174K	0.5%	22
2024 Q1	$1.26M	Buy	4,849 +340	+8%	+$84.1K	0.58%	21
2023 Q4	$1.07M	Buy	4,509 +671	+17%	+$148K	0.54%	20
2023 Q3	$815K	Sell	3,838 -100	-3%	-$22.1K	0.45%	14
2023 Q2	$867K	Buy	3,938 +100	+3%	+$20.9K	0.52%	9
2023 Q1	$783K	Buy	+3,838	New	+$768K	1.4%	5

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

O'Donnell Financial Services's VTI Position: Q2 2026 in Review

O'Donnell Financial Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,462 shares worth $2.02M. The position accounts for 0.59% of the portfolio, ranked #24.

O'Donnell Financial Services first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

O'Donnell Financial Services held 5,462 shares of Vanguard Morningstar Total Stock Market ETF worth $2.02M as of Q2 2026.
O'Donnell Financial Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.59% of O'Donnell Financial Services's portfolio in Q2 2026, its #24 holding.
O'Donnell Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.