Shepherd Street Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.82M Buy
12,936
+68
+0.5% +$24.3K 4.23% 4
2026
Q1
$4.13M Buy
12,868
+353
+3% +$118K 4.07% 3
2025
Q4
$4.2M Buy
+12,515
New +$4.16M 4.02% 3

Other funds holding VTI

Shepherd Street Advisors's VTI Position: Q2 2026 in Review

Shepherd Street Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.53% in Q2 2026, buying an estimated $24.3K and bringing the position to 12,936 shares worth $4.82M. The position accounts for 4.23% of the portfolio, ranked #4.

Shepherd Street Advisors first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Shepherd Street Advisors held 12,936 shares of Vanguard Morningstar Total Stock Market ETF worth $4.82M as of Q2 2026.
  • Shepherd Street Advisors bought 68 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.23% of Shepherd Street Advisors's portfolio in Q2 2026, its #4 holding.
  • Shepherd Street Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.