SHJ
VTI icon

Sharkey, Howes & Javer’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sharkey, Howes & Javer’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 		$2.29M Buy
6,193
+101
+2% +$36.1K 0.28% 52
2026
Q1 		$1.95M Sell
6,092
-590
-9% -$198K 0.26% 59
2025
Q4 		$2.24M Buy
6,682
+588
+10% +$196K 0.28% 55
2025
Q3 		$2M Hold
6,094
– – 0.26% 60
2025
Q2 		$1.85M Hold
6,094
– – 0.25% 65
2025
Q1 		$1.67M Buy
6,094
+163
+3% +$47.4K 0.24% 67
2024
Q4 		$1.72M Buy
5,931
+728
+14% +$212K 0.24% 63
2024
Q3 		$1.47M Hold
5,203
– – 0.21% 70
2024
Q2 		$1.39M Buy
5,203
+62
+1% +$16K 0.22% 60
2024
Q1 		$1.34M Sell
5,141
-13,310
-72% -$3.29M 0.22% 62
2023
Q4 		$4.38M Buy
18,451
+297
+2% +$65.7K 0.77% 25
2023
Q3 		$3.86M Sell
18,154
-321
-2% -$71.1K 0.74% 32
2023
Q2 		$4.07M Buy
18,475
+12,731
+222% +$2.66M 0.77% 26
2023
Q1 		$1.17M Sell
5,744
-578
-9% -$116K 0.25% 49
2022
Q4 		$1.21M Sell
6,322
-30,864
-83% -$5.95M 0.28% 46
2022
Q3 		$6.67M Buy
37,186
+34,086
+1,100% +$6.79M 1.45% 15
2022
Q2 		$585K Hold
3,100
– – 0.14% 56
2022
Q1 		$706K Hold
3,100
– – 0.16% 51
2021
Q4 		$748K Hold
3,100
– – 0.17% 53
2021
Q3 		$688K Hold
3,100
– – 0.18% 50
2021
Q2 		$691K Hold
3,100
– – 0.18% 48
2021
Q1 		$641K Hold
3,100
– – 0.2% 50
2020
Q4 		$603K Hold
3,100
– – 0.2% 48
2020
Q3 		$528K Hold
3,100
– – 0.2% 50
2020
Q2 		$485K Hold
3,100
– – 0.21% 51
2020
Q1 		$400K Buy
3,100
+500
+19% +$77.3K 0.21% 48
2019
Q4 		$425K Hold
2,600
– – 0.18% 47
2019
Q3 		$393K Hold
2,600
– – 0.17% 43
2019
Q2 		$390K Hold
2,600
– – 0.18% 40
2019
Q1 		$376K Buy
2,600
+500
+24% +$69.8K 0.18% 42
2018
Q4 		$268K Buy
2,100
+600
+40% +$82.8K 0.17% 40
2018
Q3 		$224K Buy
+1,500
New +$221K 0.12% 45

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

Sharkey, Howes & Javer's VTI Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $36.1K and bringing the position to 6,193 shares worth $2.29M. The position accounts for 0.28% of the portfolio, ranked #52.

Sharkey, Howes & Javer first reported a position in VTI in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.67M in Q3 2022. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sharkey, Howes & Javer held 6,193 shares of Vanguard Morningstar Total Stock Market ETF worth $2.29M as of Q2 2026.
  • Sharkey, Howes & Javer bought 101 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #52 holding.
  • Sharkey, Howes & Javer first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
  • Sharkey, Howes & Javer's Vanguard Morningstar Total Stock Market ETF position peaked at $6.67M in Q3 2022.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.