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

Outfitter Financial’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 		$3.84M Sell
10,389
-70
-0.7% -$25K 2.7% 11
2026
Q1 		$3.36M Buy
10,459
+140
+1% +$47K 2.6% 12
2025
Q4 		$3.46M Buy
10,319
+35
+0.3% +$11.6K 2.72% 10
2025
Q3 		$3.37M Sell
10,284
-340
-3% -$107K 2.73% 10
2025
Q2 		$3.23M Buy
10,624
+400
+4% +$113K 2.75% 8
2025
Q1 		$2.81M Sell
10,224
-90
-0.9% -$26.1K 2.53% 9
2024
Q4 		$2.99M Sell
10,314
-100
-1% -$29.2K 2.39% 10
2024
Q3 		$2.95M Sell
10,414
-1,119
-10% -$305K 2.43% 11
2024
Q2 		$3.09M Sell
11,533
-25
-0.2% -$6.47K 2.57% 11
2024
Q1 		$3M Buy
11,558
+210
+2% +$52K 2.47% 11
2023
Q4 		$2.69M Buy
11,348
+250
+2% +$55.3K 2.35% 13
2023
Q3 		$2.36M Buy
11,098
+350
+3% +$77.5K 2.22% 16
2023
Q2 		$2.37M Sell
10,748
-156
-1% -$32.5K 2.12% 14
2023
Q1 		$2.23M Buy
10,904
+65
+0.6% +$13K 2% 14
2022
Q4 		$2.07M Sell
10,839
-155
-1% -$29.9K 1.88% 17
2022
Q3 		$1.97M Buy
10,994
+75
+0.7% +$14.9K 1.93% 12
2022
Q2 		$2.06M Buy
10,919
+110
+1% +$22.6K 1.87% 13
2022
Q1 		$2.46M Buy
10,809
+674
+7% +$152K 1.88% 16
2021
Q4 		$2.45M Buy
10,135
+55
+0.5% +$13K 1.8% 16
2021
Q3 		$2.24M Sell
10,080
-275
-3% -$62.7K 1.76% 17
2021
Q2 		$2.31M Sell
10,355
-665
-6% -$144K 1.77% 15
2021
Q1 		$2.28M Buy
11,020
+6,213
+129% +$1.26M 1.88% 14
2020
Q4 		$936K Buy
+4,807
New +$879K 0.9% 44

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

Outfitter Financial's VTI Position: Q2 2026 in Review

Outfitter Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.67% in Q2 2026, selling an estimated $25K and leaving 10,389 shares worth $3.84M. The position accounts for 2.7% of the portfolio, ranked #11.

Outfitter Financial first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Outfitter Financial held 10,389 shares of Vanguard Morningstar Total Stock Market ETF worth $3.84M as of Q2 2026.
  • Outfitter Financial sold 70 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.7% of Outfitter Financial's portfolio in Q2 2026, its #11 holding.
  • Outfitter Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.