Poehling Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Poehling Capital 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	$424K	Sell	1,146 -95	-8%	-$34K	0.09%	109
2026 Q1	$398K	Sell	1,241 -3,507	-74%	-$1.18M	0.08%	113
2025 Q4	$1.59M	Hold	4,748	–	–	0.33%	67
2025 Q3	$1.56M	Hold	4,748	–	–	0.33%	67
2025 Q2	$1.44M	Hold	4,748	–	–	0.34%	63
2025 Q1	$1.3M	Hold	4,748	–	–	0.33%	67
2024 Q4	$1.38M	Hold	4,748	–	–	0.34%	70
2024 Q3	$1.34M	Hold	4,748	–	–	0.34%	67
2024 Q2	$1.27M	Hold	4,748	–	–	0.35%	68
2024 Q1	$1.23M	Sell	4,748 -200	-4%	-$49.5K	0.33%	70
2023 Q4	$1.17M	Hold	4,948	–	–	0.37%	69
2023 Q3	$1.05M	Hold	4,948	–	–	0.37%	64
2023 Q2	$1.09M	Hold	4,948	–	–	0.37%	64
2023 Q1	$1.01M	Hold	4,948	–	–	0.34%	72
2022 Q4	$946K	Hold	4,948	–	–	0.35%	70
2022 Q3	$888K	Hold	4,948	–	–	0.37%	66
2022 Q2	$933K	Hold	4,948	–	–	0.35%	60
2022 Q1	$1.13M	Sell	4,948 -41	-0.8%	-$9.22K	0.35%	72
2021 Q4	$1.21M	Hold	4,989	–	–	0.39%	67
2021 Q3	$1.11M	Hold	4,989	–	–	0.37%	74
2021 Q2	$1.11M	Hold	4,989	–	–	0.35%	77
2021 Q1	$1.03M	Buy	4,989 +2,341	+88%	+$474K	0.36%	83
2020 Q4	$515K	Buy	+2,648	New	+$484K	0.2%	94

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

Poehling Capital Management's VTI Position: Q2 2026 in Review

Poehling Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.7% in Q2 2026, selling an estimated $34K and leaving 1,146 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #109.

Poehling Capital Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Poehling Capital Management held 1,146 shares of Vanguard Morningstar Total Stock Market ETF worth $424K as of Q2 2026.
Poehling Capital Management sold 95 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Poehling Capital Management's portfolio in Q2 2026, its #109 holding.
Poehling Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
Poehling Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.59M in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.