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Schaper Benz & Wise Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$2.31M Sell
6,246
-322
-5% -$115K 0.15% 91
2026
Q1 		$2.11M Sell
6,568
-734
-10% -$246K 0.16% 91
2025
Q4 		$2.45M Sell
7,302
-530
-7% -$176K 0.18% 89
2025
Q3 		$2.57M Hold
7,832
– – 0.19% 87
2025
Q2 		$2.38M Buy
7,832
+420
+6% +$118K 0.18% 85
2025
Q1 		$2.04M Buy
7,412
+1,794
+32% +$521K 0.17% 85
2024
Q4 		$1.63M Buy
5,618
+835
+17% +$244K 0.13% 90
2024
Q3 		$1.35M Sell
4,783
-75
-2% -$20.5K 0.11% 93
2024
Q2 		$1.3M Buy
4,858
+366
+8% +$94.7K 0.11% 92
2024
Q1 		$1.17M Buy
4,492
+1,286
+40% +$318K 0.1% 93
2023
Q4 		$761K Sell
3,206
-287
-8% -$63.4K 0.07% 98
2023
Q3 		$742K Buy
3,493
+1,654
+90% +$366K 0.07% 100
2023
Q2 		$405K Sell
1,839
-32
-2% -$6.67K 0.04% 112
2023
Q1 		$382K Hold
1,871
– – 0.04% 112
2022
Q4 		$358K Buy
1,871
+11
+0.6% +$2.12K 0.04% 111
2022
Q3 		$334K Hold
1,860
– – 0.04% 110
2022
Q2 		$351K Buy
1,860
+200
+12% +$41.1K 0.04% 116
2022
Q1 		$378K Buy
1,660
+1
+0.1% +$225 0.03% 119
2021
Q4 		$401K Buy
+1,659
New +$392K 0.03% 119

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's VTI Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q2 2026, selling an estimated $115K and leaving 6,246 shares worth $2.31M. The position accounts for 0.15% of the portfolio, ranked #91.

Schaper Benz & Wise Investment Counsel first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.57M in Q3 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 6,246 shares of Vanguard Morningstar Total Stock Market ETF worth $2.31M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 322 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #91 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Schaper Benz & Wise Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $2.57M in Q3 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.