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Roman Butler Fullerton & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Roman Butler Fullerton & 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 		$698K Buy
1,888
+5
+0.3% +$1.79K 0.17% 148
2026
Q1 		$628K Hold
1,883
– – 0.17% 139
2025
Q4 		$642K Buy
1,883
+1
+0.1% +$333 0.17% 147
2025
Q3 		$636K Buy
1,882
+150
+9% +$47.4K 0.17% 134
2025
Q2 		$543K Buy
1,732
+1
+0.1% +$281 0.16% 138
2025
Q1 		$456K Buy
1,731
+1
+0.1% +$291 0.18% 131
2024
Q4 		$514K Sell
1,730
-132
-7% -$38.5K 0.16% 133
2024
Q3 		$533K Buy
1,862
+1
+0.1% +$273 0.16% 142
2024
Q2 		$512K Sell
1,861
-4
-0.2% -$1.03K 0.17% 130
2024
Q1 		$462K Buy
1,865
+29
+2% +$7.17K 0.17% 130
2023
Q4 		$445K Buy
1,836
+1
+0.1% +$221 0.17% 136
2023
Q3 		$392K Buy
1,835
+1
+0.1% +$221 0.19% 127
2023
Q2 		$417K Buy
1,834
+1
+0.1% +$209 0.19% 120
2023
Q1 		$370K Buy
1,833
+1
+0.1% +$200 0.18% 139
2022
Q4 		$366K Buy
1,832
+159
+10% +$30.6K 0.19% 143
2022
Q3 		$301K Buy
1,673
+1
+0.1% +$199 0.19% 137
2022
Q2 		$322K Buy
1,672
+1
+0.1% +$205 0.18% 136
2022
Q1 		$381K Sell
1,671
-379
-18% -$85.2K 0.18% 137
2021
Q4 		$495K Buy
2,050
+2
+0.1% +$472 0.22% 109
2021
Q3 		$474K Buy
2,048
+2
+0.1% +$456 0.22% 113
2021
Q2 		$456K Buy
2,046
+1
+0% +$217 0.22% 116
2021
Q1 		$443K Buy
2,045
+2
+0.1% +$405 0.22% 122
2020
Q4 		$398K Buy
2,043
+2
+0.1% +$366 0.24% 111
2020
Q3 		$348K Buy
2,041
+2
+0.1% +$336 0.23% 113
2020
Q2 		$319K Buy
2,039
+2
+0.1% +$295 0.23% 118
2020
Q1 		$263K Buy
2,037
+103
+5% +$15.9K 0.23% 114
2019
Q4 		$316K Buy
1,934
+2
+0.1% +$313 0.21% 132
2019
Q3 		$292K Buy
1,932
+2
+0.1% +$301 0.2% 139
2019
Q2 		$290K Buy
1,930
+7
+0.4% +$1.03K 0.19% 145
2019
Q1 		$278K Buy
1,923
+10
+0.5% +$1.4K 0.19% 147
2018
Q4 		$254K Buy
+1,913
New +$264K 0.22% 136

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

Roman Butler Fullerton & Co's VTI Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,888 shares worth $698K. The position accounts for 0.17% of the portfolio, ranked #148.

Roman Butler Fullerton & Co first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Roman Butler Fullerton & Co held 1,888 shares of Vanguard Morningstar Total Stock Market ETF worth $698K as of Q2 2026.
  • Roman Butler Fullerton & Co bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #148 holding.
  • Roman Butler Fullerton & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.