Safe Harbor Fiduciary’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Safe Harbor Fiduciary’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	$581K	Hold	1,570	–	–	0.45%	41
2026 Q1	$504K	Sell	1,570 -135	-8%	-$45.3K	0.48%	40
2025 Q4	$572K	Buy	+1,705	New	+$567K	0.51%	39
2025 Q2	$535K	Sell	1,760 -67	-4%	-$18.8K	0.5%	42
2025 Q1	$502K	Sell	1,827 -25,925	-93%	-$7.53M	0.52%	39
2024 Q4	$8.04M	Sell	27,752 -7,609	-22%	-$2.22M	8.2%	2
2024 Q3	$10M	Buy	+35,361	New	+$9.64M	9.38%	2

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

Safe Harbor Fiduciary's VTI Position: Q2 2026 in Review

Safe Harbor Fiduciary held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,570 shares worth $581K. The position accounts for 0.45% of the portfolio, ranked #41.

Safe Harbor Fiduciary first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $10M in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Safe Harbor Fiduciary held 1,570 shares of Vanguard Morningstar Total Stock Market ETF worth $581K as of Q2 2026.
Safe Harbor Fiduciary left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #41 holding.
Safe Harbor Fiduciary first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
Safe Harbor Fiduciary's Vanguard Morningstar Total Stock Market ETF position peaked at $10M in Q3 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.