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Old Mission Investment Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Old Mission Investment Co’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 		$1.26M Buy
3,405
+859
+34% +$307K 0.26% 53
2026
Q1 		$817K Buy
+2,546
New +$854K 0.19% 64
2025
Q3 		– Sell
-1,052
Closed -$320K – 148
2025
Q2 		$320K Hold
1,052
– – 0.09% 106
2025
Q1 		$289K Buy
+1,052
New +$306K 0.09% 106
2023
Q2 		– Sell
-12,682
Closed -$2.59M – 117
2023
Q1 		$2.59M Buy
12,682
+1,416
+13% +$283K 1.01% 21
2022
Q4 		$2.15M Sell
11,266
-4,244
-27% -$818K 0.91% 22
2022
Q3 		$2.78M Sell
15,510
-10,040
-39% -$2M 1.3% 16
2022
Q2 		$4.82M Buy
25,550
+30
+0.1% +$6.16K 2.1% 9
2022
Q1 		$5.81M Buy
25,520
+63
+0.2% +$14.2K 2.17% 10
2021
Q4 		$6.15M Sell
25,457
-3,843
-13% -$907K 2.23% 10
2021
Q3 		$6.51M Sell
29,300
-1,068
-4% -$244K 2.63% 8
2021
Q2 		$6.77M Buy
30,368
+1,264
+4% +$274K 2.78% 7
2021
Q1 		$6.02M Buy
29,104
+194
+0.7% +$39.3K 2.8% 7
2020
Q4 		$5.63M Hold
28,910
– – 2.95% 6
2020
Q3 		$4.92M Sell
28,910
-1,004
-3% -$169K 2.95% 7
2020
Q2 		$4.68M Sell
29,914
-6,996
-19% -$1.03M 3.29% 11
2020
Q1 		$4.76M Sell
36,910
-9,040
-20% -$1.4M 4.49% 10
2019
Q4 		$7.52M Buy
45,950
+20
+0% +$3.13K 6.75% 4
2019
Q3 		$6.94M Buy
+45,930
New +$6.92M 6.61% 4

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Old Mission Investment Co's VTI Position: Q2 2026 in Review

Old Mission Investment Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 34% in Q2 2026, buying an estimated $307K and bringing the position to 3,405 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #53.

Old Mission Investment Co first reported a position in VTI in Q3 2019 and has held it in 19 quarters since. The position peaked at $7.52M in Q4 2019. 3,696 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Old Mission Investment Co held 3,405 shares of Vanguard Morningstar Total Stock Market ETF worth $1.26M as of Q2 2026.
  • Old Mission Investment Co bought 859 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $307K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Old Mission Investment Co's portfolio in Q2 2026, its #53 holding.
  • Old Mission Investment Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 19 quarters since.
  • Old Mission Investment Co's Vanguard Morningstar Total Stock Market ETF position peaked at $7.52M in Q4 2019.
  • 3,696 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.