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Salomon & Ludwin’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Salomon & Ludwin’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 		$1.28M Sell
3,475
-146
-4% -$52.2K 0.11% 85
2026
Q1 		$1.17M Sell
3,621
-66
-2% -$22.1K 0.1% 84
2025
Q4 		$1.25M Sell
3,687
-1
-0% -$333 0.11% 85
2025
Q3 		$1.22M Buy
3,688
+1,120
+44% +$354K 0.11% 84
2025
Q2 		$785K Buy
2,568
+125
+5% +$35.2K 0.08% 86
2025
Q1 		$671K Hold
2,443
– – 0.07% 91
2024
Q4 		$708K Sell
2,443
-1,377
-36% -$402K 0.08% 86
2024
Q3 		$1.08M Sell
3,820
-41
-1% -$11.2K 0.11% 77
2024
Q2 		$1.03M Sell
3,861
-15
-0.4% -$3.88K 0.12% 79
2024
Q1 		$1.01M Sell
3,876
-12
-0.3% -$2.97K 0.09% 90
2023
Q4 		$826K Hold
3,888
– – 0.09% 88
2023
Q3 		$826K Buy
3,888
+1,509
+63% +$334K 0.09% 88
2023
Q2 		$524K Sell
2,379
-157
-6% -$32.7K 0.06% 109
2023
Q1 		$518K Sell
2,536
-1,721
-40% -$345K 0.06% 106
2022
Q4 		$814K Buy
4,257
+319
+8% +$61.5K 0.1% 79
2022
Q3 		$707K Buy
3,938
+2,188
+125% +$436K 0.11% 74
2022
Q2 		$330K Buy
1,750
+699
+67% +$144K 0.05% 99
2022
Q1 		$239K Buy
1,051
+149
+17% +$33.5K 0.03% 112
2021
Q4 		$218K Buy
+902
New +$213K 0.03% 105
2020
Q2 		– Sell
-54
Closed -$7K – 216
2020
Q1 		$7K Hold
54
– – ﹤0.01% 184
2019
Q4 		$9K Buy
+54
New +$8.46K ﹤0.01% 190

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

Salomon & Ludwin's VTI Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4% in Q2 2026, selling an estimated $52.2K and leaving 3,475 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #85.

Salomon & Ludwin first reported a position in VTI in Q4 2019 and has held it in 21 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Salomon & Ludwin held 3,475 shares of Vanguard Morningstar Total Stock Market ETF worth $1.28M as of Q2 2026.
  • Salomon & Ludwin sold 146 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $52.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Salomon & Ludwin's portfolio in Q2 2026, its #85 holding.
  • Salomon & Ludwin first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 21 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.