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Orcam Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Orcam Financial Group’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 		$10.6M Buy
28,743
+2,424
+9% +$867K 5.2% 4
2026
Q1 		$8.44M Buy
26,319
+77
+0.3% +$25.8K 5.99% 3
2025
Q4 		$8.8M Buy
26,242
+852
+3% +$283K 6.6% 3
2025
Q3 		$8.33M Buy
25,390
+811
+3% +$256K 6.73% 4
2025
Q2 		$7.47M Buy
24,579
+725
+3% +$204K 6.49% 4
2025
Q1 		$6.56M Buy
23,854
+684
+3% +$199K 6.14% 4
2024
Q4 		$6.71M Buy
23,170
+1,504
+7% +$439K 6.49% 4
2024
Q3 		$6.13M Buy
21,666
+4,357
+25% +$1.19M 5.94% 4
2024
Q2 		$4.63M Buy
17,309
+1,805
+12% +$467K 4.97% 4
2024
Q1 		$4.03M Buy
15,504
+1,478
+11% +$366K 4.41% 5
2023
Q4 		$3.33M Buy
14,026
+1,102
+9% +$244K 4.07% 5
2023
Q3 		$2.75M Buy
12,924
+4,464
+53% +$988K 3.69% 5
2023
Q2 		$1.86M Buy
8,460
+2,937
+53% +$613K 2.57% 9
2023
Q1 		$1.13M Buy
5,523
+1,751
+46% +$351K 1.56% 14
2022
Q4 		$721K Buy
3,772
+1,666
+79% +$321K 1.11% 18
2022
Q3 		$378K Buy
2,106
+1
+0% +$199 0.64% 19
2022
Q2 		$397K Buy
2,105
+1
+0% +$205 0.64% 20
2022
Q1 		$479K Buy
2,104
+1
+0% +$225 0.68% 20
2021
Q4 		$508K Buy
+2,103
New +$496K 0.7% 18

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

Orcam Financial Group's VTI Position: Q2 2026 in Review

Orcam Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.2% in Q2 2026, buying an estimated $867K and bringing the position to 28,743 shares worth $10.6M. The position accounts for 5.2% of the portfolio, ranked #4.

Orcam Financial Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Orcam Financial Group held 28,743 shares of Vanguard Morningstar Total Stock Market ETF worth $10.6M as of Q2 2026.
  • Orcam Financial Group bought 2,424 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $867K.
  • Vanguard Morningstar Total Stock Market ETF made up 5.2% of Orcam Financial Group's portfolio in Q2 2026, its #4 holding.
  • Orcam Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.