Shelter Mutual Insurance’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shelter Mutual Insurance’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	$16.2M	Hold	43,850	–	–	3.43%	5
2026 Q1	$14.1M	Hold	43,850	–	–	3.13%	7
2025 Q4	$14.7M	Hold	43,850	–	–	3.28%	5
2025 Q3	$14.4M	Hold	43,850	–	–	3.23%	6
2025 Q2	$13.3M	Hold	43,850	–	–	3.09%	8
2025 Q1	$12.1M	Hold	43,850	–	–	2.91%	11
2024 Q4	$12.7M	Hold	43,850	–	–	3.17%	7
2024 Q3	$13M	Hold	43,850	–	–	3.09%	7
2024 Q2	$11.7M	Hold	43,850	–	–	3.05%	5
2024 Q1	$11.4M	Hold	43,850	–	–	2.94%	7
2023 Q4	$10.4M	Sell	43,850 -2,950	-6%	-$652K	2.87%	10
2023 Q3	$9.94M	Sell	46,800 -4,000	-8%	-$885K	2.77%	9
2023 Q2	$11.2M	Hold	50,800	–	–	2.72%	12
2023 Q1	$10.4M	Hold	50,800	–	–	2.89%	13
2022 Q4	$9.71M	Hold	50,800	–	–	2.79%	14
2022 Q3	$9.12M	Hold	50,800	–	–	2.95%	13
2022 Q2	$9.58M	Hold	50,800	–	–	2.9%	12
2022 Q1	$11.6M	Hold	50,800	–	–	3.03%	11
2021 Q4	$12.3M	Hold	50,800	–	–	3.18%	9
2021 Q3	$11.3M	Hold	50,800	–	–	3.18%	8
2021 Q2	$11.3M	Hold	50,800	–	–	3.16%	9
2021 Q1	$10.5M	Hold	50,800	–	–	2.95%	12
2020 Q4	$9.89M	Hold	50,800	–	–	3.1%	12
2020 Q3	$8.65M	Hold	50,800	–	–	2.97%	12
2020 Q2	$7.95M	Buy	+50,800	New	+$7.49M	2.97%	11

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

Shelter Mutual Insurance's VTI Position: Q2 2026 in Review

Shelter Mutual Insurance held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 43,850 shares worth $16.2M. The position accounts for 3.43% of the portfolio, ranked #5.

Shelter Mutual Insurance first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Shelter Mutual Insurance held 43,850 shares of Vanguard Morningstar Total Stock Market ETF worth $16.2M as of Q2 2026.
Shelter Mutual Insurance left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 3.43% of Shelter Mutual Insurance's portfolio in Q2 2026, its #5 holding.
Shelter Mutual Insurance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.