OIM
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Orca Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Orca Investment 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 		$2.83M Sell
7,658
-104
-1% -$37.2K 2.06% 15
2026
Q1 		$2.49M Sell
7,762
-162
-2% -$54.4K 2.12% 14
2025
Q4 		$2.66M Sell
7,924
-66
-0.8% -$22K 2.09% 14
2025
Q3 		$2.62M Sell
7,990
-100
-1% -$31.6K 2.15% 13
2025
Q2 		$2.46M Buy
8,090
+151
+2% +$42.5K 2.22% 13
2025
Q1 		$2.18M Buy
7,939
+37
+0.5% +$10.7K 2.18% 14
2024
Q4 		$2.29M Sell
7,902
-658
-8% -$192K 2.15% 14
2024
Q3 		$2.42M Buy
8,560
+937
+12% +$256K 2.19% 16
2024
Q2 		$2.04M Buy
7,623
+55
+0.7% +$14.2K 1.95% 16
2024
Q1 		$1.97M Sell
7,568
-510
-6% -$126K 1.84% 20
2023
Q4 		$1.92M Sell
8,078
-1
-0% -$221 1.84% 19
2023
Q3 		$1.72M Sell
8,079
-119
-1% -$26.3K 1.9% 18
2023
Q2 		$1.81M Buy
8,198
+87
+1% +$18.1K 1.97% 17
2023
Q1 		$1.66M Buy
8,111
+20
+0.2% +$4K 2.03% 17
2022
Q4 		$1.55M Sell
8,091
-4
-0% -$771 1.96% 19
2022
Q3 		$1.45M Sell
8,095
-234
-3% -$46.6K 1.9% 19
2022
Q2 		$1.57M Sell
8,329
-324
-4% -$66.6K 1.45% 22
2022
Q1 		$1.97M Buy
8,653
+238
+3% +$53.5K 1.61% 21
2021
Q4 		$2.03M Sell
8,415
-287
-3% -$67.8K 1.67% 23
2021
Q3 		$1.93M Sell
8,702
-207
-2% -$47.2K 1.69% 24
2021
Q2 		$1.99M Buy
8,909
+112
+1% +$24.3K 1.79% 24
2021
Q1 		$1.82M Sell
8,797
-409
-4% -$82.8K 1.88% 22
2020
Q4 		$1.79M Buy
+9,206
New +$1.68M 1.88% 21
2019
Q3 		$1.54M Buy
10,227
+13
+0.1% +$1.96K 1.82% 23
2019
Q2 		$1.53M Sell
10,214
-52
-0.5% -$7.66K 1.71% 25
2019
Q1 		$1.49M Buy
10,266
+368
+4% +$51.3K 1.69% 24
2018
Q4 		$1.26M Sell
9,898
-66
-0.7% -$9.11K 1.62% 26
2018
Q3 		$1.49M Buy
9,964
+297
+3% +$43.7K 1.5% 25
2018
Q2 		$1.36M Buy
9,667
+1,328
+16% +$185K 1.45% 26
2018
Q1 		$1.13M Sell
8,339
-3,266
-28% -$458K 1.29% 29
2017
Q4 		$1.59M Hold
11,605
– – 1.39% 28
2017
Q3 		$1.5M Hold
11,605
– – 1.33% 29
2017
Q2 		$1.44M Hold
11,605
– – 1.35% 30
2017
Q1 		$1.41M Hold
11,605
– – 1.28% 33
2016
Q4 		$1.34M Sell
11,605
-134
-1% -$15.1K 1.3% 34
2016
Q3 		$1.31M Hold
11,739
– – 1.36% 28
2016
Q2 		$1.26M Hold
11,739
– – 1.23% 35
2016
Q1 		$1.23M Hold
11,739
– – 1.39% 31
2015
Q4 		$1.22M Sell
11,739
-111
-0.9% -$11.7K 1.35% 32
2015
Q3 		$1.17M Hold
11,850
– – 1.43% 30
2015
Q2 		$1.27M Buy
11,850
+74
+0.6% +$8.07K 1.17% 38
2015
Q1 		$1.26M Buy
11,776
+37
+0.3% +$3.95K 1.12% 36
2014
Q4 		$1.24M Hold
11,739
– – 1.1% 36
2014
Q3 		$1.19M Sell
11,739
-24,326
-67% -$2.49M 1.02% 36
2014
Q2 		$3.67M Sell
36,065
-4,247
-11% -$419K 2.9% 7
2014
Q1 		$3.93M Sell
40,312
-718
-2% -$68.7K 3.27% 5
2013
Q4 		$3.94M Buy
+41,030
New +$3.77M 3.2% 5

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

Orca Investment Management's VTI Position: Q2 2026 in Review

Orca Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $37.2K and leaving 7,658 shares worth $2.83M. The position accounts for 2.06% of the portfolio, ranked #15.

Orca Investment Management first reported a position in VTI in Q4 2013 and has held it in 47 quarters since. The position peaked at $3.94M in Q4 2013. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Orca Investment Management held 7,658 shares of Vanguard Morningstar Total Stock Market ETF worth $2.83M as of Q2 2026.
  • Orca Investment Management sold 104 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.06% of Orca Investment Management's portfolio in Q2 2026, its #15 holding.
  • Orca Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 47 quarters since.
  • Orca Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.94M in Q4 2013.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Orca Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.