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

Schnieders 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	$419K	Buy	1,131 +58	+5%	+$20.7K	0.05%	163
2026 Q1	$344K	Hold	1,073	–	–	0.05%	160
2025 Q4	$360K	Buy	1,073 +24	+2%	+$7.98K	0.06%	159
2025 Q3	$344K	Buy	1,049 +2	+0.2%	+$632	0.06%	170
2025 Q2	$318K	Hold	1,047	–	–	0.06%	177
2025 Q1	$288K	Hold	1,047	–	–	0.06%	169
2024 Q4	$303K	Buy	+1,047	New	+$305K	0.06%	165

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

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

Schnieders Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,131 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #163.

Schnieders Capital Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Schnieders Capital Management held 1,131 shares of Vanguard Morningstar Total Stock Market ETF worth $419K as of Q2 2026.
Schnieders Capital Management bought 58 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Schnieders Capital Management's portfolio in Q2 2026, its #163 holding.
Schnieders Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.