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

Okabena Investment 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	$430K	Hold	1,161	–	–	0.08%	121
2026 Q1	$372K	Sell	1,161 -100	-8%	-$33.6K	0.07%	130
2025 Q4	$423K	Buy	+1,261	New	+$419K	0.08%	120
2024 Q4	–	Sell	-2,091	Closed	-$592K	–	123
2024 Q3	$592K	Hold	2,091	–	–	0.17%	84
2024 Q2	$559K	Sell	2,091 -279	-12%	-$72.2K	0.18%	80
2024 Q1	$616K	Buy	2,370 +401	+20%	+$99.2K	0.21%	82
2023 Q4	$467K	Hold	1,969	–	–	0.18%	83
2023 Q3	$418K	Buy	1,969 +80	+4%	+$17.7K	0.33%	56
2023 Q2	$416K	Sell	1,889 -18	-0.9%	-$3.75K	0.3%	54
2023 Q1	$389K	Buy	1,907 +321	+20%	+$64.3K	0.27%	59
2022 Q4	$303K	Sell	1,586 -376	-19%	-$72.5K	0.2%	80
2022 Q3	$352K	Buy	1,962 +227	+13%	+$45.2K	0.17%	86
2022 Q2	$327K	Hold	1,735	–	–	0.17%	78
2022 Q1	$395K	Hold	1,735	–	–	0.17%	84
2021 Q4	$419K	Buy	+1,735	New	+$410K	0.16%	83

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

Okabena Investment Services's VTI Position: Q2 2026 in Review

Okabena Investment Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,161 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #121.

Okabena Investment Services first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. The position peaked at $616K in Q1 2024. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Okabena Investment Services held 1,161 shares of Vanguard Morningstar Total Stock Market ETF worth $430K as of Q2 2026.
Okabena Investment Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Okabena Investment Services's portfolio in Q2 2026, its #121 holding.
Okabena Investment Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
Okabena Investment Services's Vanguard Morningstar Total Stock Market ETF position peaked at $616K in Q1 2024.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.