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Sellwood Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sellwood Investment Partners’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 		$3.51M Sell
9,485
-17
-0.2% -$6.08K 1.24% 17
2026
Q1 		$3.05M Sell
9,502
-2,628
-22% -$882K 1.2% 15
2025
Q4 		$4.07M Buy
12,130
+3,024
+33% +$1.01M 1.59% 13
2025
Q3 		$2.99M Buy
9,106
+6,369
+233% +$2.01M 1.19% 15
2025
Q2 		$832K Sell
2,737
-58
-2% -$16.3K 0.4% 23
2025
Q1 		$768K Buy
2,795
+2,549
+1,036% +$741K 0.4% 21
2024
Q4 		$71.4K Buy
+246
New +$71.8K 0.04% 34

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Sellwood Investment Partners's VTI Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, selling an estimated $6.08K and leaving 9,485 shares worth $3.51M. The position accounts for 1.24% of the portfolio, ranked #17.

Sellwood Investment Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.07M in Q4 2025. 2,101 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sellwood Investment Partners held 9,485 shares of Vanguard Morningstar Total Stock Market ETF worth $3.51M as of Q2 2026.
  • Sellwood Investment Partners sold 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.24% of Sellwood Investment Partners's portfolio in Q2 2026, its #17 holding.
  • Sellwood Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Sellwood Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.07M in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.