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Seven Post Investment Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Seven Post Investment Office’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 		$17M Sell
45,938
-327
-0.7% -$117K 4.83% 5
2026
Q1 		$14.8M Sell
46,265
-591
-1% -$198K 4.8% 6
2025
Q4 		$15.7M Sell
46,856
-4,432
-9% -$1.47M 5.62% 5
2025
Q3 		$16.8M Sell
51,288
-50
-0.1% -$15.8K 6.06% 4
2025
Q2 		$15.6M Sell
51,338
-4,664
-8% -$1.31M 5.88% 4
2025
Q1 		$15.4M Sell
56,002
-2,521
-4% -$732K 5.88% 6
2024
Q4 		$17M Sell
58,523
-1,356
-2% -$396K 6.49% 5
2024
Q3 		$17M Buy
59,879
+101
+0.2% +$27.5K 2.56% 10
2024
Q2 		$16M Buy
59,778
+5,814
+11% +$1.5M 2.96% 8
2024
Q1 		$14M Sell
53,964
-16,876
-24% -$4.18M 3.42% 6
2023
Q4 		$16.8M Buy
70,840
+1,744
+3% +$386K 4.23% 6
2023
Q3 		$14.7M Buy
69,096
+16,416
+31% +$3.63M 4.06% 7
2023
Q2 		$11.6M Sell
52,680
-3,744
-7% -$781K 3.54% 7
2023
Q1 		$11.5M Buy
56,424
+555
+1% +$111K 4.16% 7
2022
Q4 		$10.7M Buy
55,869
+32,321
+137% +$6.23M 3.76% 8
2022
Q3 		$4.23M Buy
23,548
+326
+1% +$65K 1.64% 13
2022
Q2 		$4.38M Sell
23,222
-1,228
-5% -$252K 1.63% 14
2022
Q1 		$5.57M Sell
24,450
-224
-0.9% -$50.4K 1.7% 13
2021
Q4 		$5.96M Sell
24,674
-29
-0.1% -$6.85K 1.61% 14
2021
Q3 		$5.49M Sell
24,703
-744
-3% -$170K 1.71% 13
2021
Q2 		$5.67M Sell
25,447
-519
-2% -$113K 1.71% 12
2021
Q1 		$5.37M Sell
25,966
-299
-1% -$60.5K 1.88% 10
2020
Q4 		$5.11M Sell
26,265
-8,388
-24% -$1.53M 2.08% 10
2020
Q3 		$5.9M Buy
34,653
+202
+0.6% +$34K 2.33% 10
2020
Q2 		$5.39M Buy
34,451
+21,852
+173% +$3.22M 2.28% 10
2020
Q1 		$1.62M Buy
+12,599
New +$1.95M 0.85% 16

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

Seven Post Investment Office's VTI Position: Q2 2026 in Review

Seven Post Investment Office reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.71% in Q2 2026, selling an estimated $117K and leaving 45,938 shares worth $17M. The position accounts for 4.83% of the portfolio, ranked #5.

Seven Post Investment Office first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Seven Post Investment Office held 45,938 shares of Vanguard Morningstar Total Stock Market ETF worth $17M as of Q2 2026.
  • Seven Post Investment Office sold 327 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.83% of Seven Post Investment Office's portfolio in Q2 2026, its #5 holding.
  • Seven Post Investment Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.