SJL
VTI icon

Shayne & Jacobs LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shayne & Jacobs LLC’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 		$14.6M Sell
39,568
-315
-0.8% -$113K 4.34% 3
2026
Q1 		$12.8M Sell
39,883
-3,240
-8% -$1.09M 3.95% 4
2025
Q4 		$14.5M Sell
43,123
-2,481
-5% -$825K 4.38% 5
2025
Q3 		$15M Sell
45,604
-628
-1% -$198K 4.63% 4
2025
Q2 		$14.1M Sell
46,232
-15,734
-25% -$4.43M 4.65% 4
2025
Q1 		$17M Sell
61,966
-9,220
-13% -$2.68M 4.19% 5
2024
Q4 		$20.6M Sell
71,186
-3,941
-5% -$1.15M 5.4% 5
2024
Q3 		$21.3M Sell
75,127
-13,013
-15% -$3.55M 5.34% 5
2024
Q2 		$23.6M Sell
88,140
-1,248
-1% -$323K 6.54% 5
2024
Q1 		$23.2M Sell
89,388
-340
-0.4% -$84.1K 6.32% 5
2023
Q4 		$21.3M Sell
89,728
-226
-0.3% -$50K 6.61% 5
2023
Q3 		$19.1M Hold
89,954
– – 6.36% 5
2023
Q2 		$19.8M Sell
89,954
-19
-0% -$3.96K 10.05% 4
2023
Q1 		$18.4M Buy
89,973
+2,647
+3% +$530K 10.01% 4
2022
Q4 		$16.7M Sell
87,326
-253
-0.3% -$48.8K 9.26% 4
2022
Q3 		$15.7M Hold
87,579
– – 9.89% 4
2022
Q2 		$16.5M Sell
87,579
-3,018
-3% -$620K 9.8% 3
2022
Q1 		$20.6M Sell
90,597
-2,630
-3% -$591K 10.16% 4
2021
Q4 		$22.5M Sell
93,227
-3,043
-3% -$718K 12.11% 3
2021
Q3 		$21.4M Sell
96,270
-7,057
-7% -$1.61M 12.34% 3
2021
Q2 		$23M Sell
103,327
-5,794
-5% -$1.26M 12.92% 3
2021
Q1 		$22.6M Sell
109,121
-4,463
-4% -$903K 13.52% 3
2020
Q4 		$22.1M Sell
113,584
-1,644
-1% -$301K 14.44% 3
2020
Q3 		$19.6M Sell
115,228
-816
-0.7% -$137K 14.44% 3
2020
Q2 		$18.2M Hold
116,044
– – 15.34% 3
2020
Q1 		$15M Sell
116,044
-871
-0.7% -$135K 11.93% 3
2019
Q4 		$19.1M Sell
116,915
-9,926
-8% -$1.56M 11.39% 3
2019
Q3 		$19.2M Hold
126,841
– – 12.35% 3
2019
Q2 		$19M Sell
126,841
-2,043
-2% -$301K 12.51% 3
2019
Q1 		$18.7M Hold
128,884
– – 13.04% 3
2018
Q4 		$16.4M Sell
128,884
-4,574
-3% -$631K 11.98% 3
2018
Q3 		$20M Sell
133,458
-768
-0.6% -$113K 13.34% 3
2018
Q2 		$18.8M Sell
134,226
-340
-0.3% -$47.4K 13.51% 3
2018
Q1 		$18.3M Sell
134,566
-4,207
-3% -$590K 12.92% 3
2017
Q4 		$19M Sell
138,773
-1,793
-1% -$240K 13.09% 3
2017
Q3 		$18.2M Sell
140,566
-2,823
-2% -$358K 13.75% 3
2017
Q2 		$17.8M Sell
143,389
-11,921
-8% -$1.47M 14.19% 3
2017
Q1 		$18.8M Sell
155,310
-6,529
-4% -$782K 14.88% 3
2016
Q4 		$18.7M Sell
161,839
-6,562
-4% -$738K 14.23% 3
2016
Q3 		$18.7M Sell
168,401
-978
-0.6% -$108K 15.5% 2
2016
Q2 		$18.2M Sell
169,379
-2,966
-2% -$314K 15.02% 3
2016
Q1 		$18.1M Hold
172,345
– – 15.43% 2
2015
Q4 		$18M Sell
172,345
-976
-0.6% -$103K 17.12% 2
2015
Q3 		$17.1M Sell
173,321
-83
-0% -$8.71K 14.65% 2
2015
Q2 		$18.6M Sell
173,404
-8,043
-4% -$878K 15.5% 2
2015
Q1 		$19.5M Sell
181,447
-2,321
-1% -$248K 15.09% 2
2014
Q4 		$19.5M Sell
183,768
-4,132
-2% -$428K 14.29% 2
2014
Q3 		$19M Sell
187,900
-14,634
-7% -$1.5M 14.84% 2
2014
Q2 		$20.6M Sell
202,534
-8,442
-4% -$832K 16.5% 2
2014
Q1 		$20.6M Sell
210,976
-7,935
-4% -$760K 16.47% 2
2013
Q4 		$21M Sell
218,911
-13,562
-6% -$1.25M 17.51% 2
2013
Q3 		$20.4M Sell
232,473
-2,960
-1% -$257K 18.41% 2
2013
Q2 		$19.5M Buy
+235,433
New +$19.5M 17.29% 2

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

Shayne & Jacobs LLC's VTI Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.79% in Q2 2026, selling an estimated $113K and leaving 39,568 shares worth $14.6M. The position accounts for 4.34% of the portfolio, ranked #3.

Shayne & Jacobs LLC first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.6M in Q2 2024. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Shayne & Jacobs LLC held 39,568 shares of Vanguard Morningstar Total Stock Market ETF worth $14.6M as of Q2 2026.
  • Shayne & Jacobs LLC sold 315 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.34% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #3 holding.
  • Shayne & Jacobs LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • Shayne & Jacobs LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $23.6M in Q2 2024.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.