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

Shearwater Capital’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	$574K	Buy	1,552 +2	+0.1%	+$715	0.27%	38
2026 Q1	$497K	Buy	1,550 +803	+107%	+$269K	0.26%	38
2025 Q4	$250K	Hold	747	–	–	0.14%	47
2025 Q3	$245K	Hold	747	–	–	0.15%	46
2025 Q2	$227K	Hold	747	–	–	0.14%	47
2025 Q1	$205K	Hold	747	–	–	0.14%	45
2024 Q4	$216K	Hold	747	–	–	0.15%	45
2024 Q3	$212K	Buy	+747	New	+$204K	0.15%	44

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

Shearwater Capital's VTI Position: Q2 2026 in Review

Shearwater Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q2 2026, buying an estimated $715 and bringing the position to 1,552 shares worth $574K. The position accounts for 0.27% of the portfolio, ranked #38.

Shearwater Capital first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Shearwater Capital held 1,552 shares of Vanguard Morningstar Total Stock Market ETF worth $574K as of Q2 2026.
Shearwater Capital bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Shearwater Capital's portfolio in Q2 2026, its #38 holding.
Shearwater Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.