Shotwell Rutter Baer’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shotwell Rutter Baer’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	$27.7M	Sell	74,857 -868	-1%	-$310K	15.21%	1
2026 Q1	$24.3M	Buy	75,725 +4,465	+6%	+$1.5M	14.27%	1
2025 Q4	$24.2M	Buy	71,260 +1,484	+2%	+$494K	14.55%	1
2025 Q3	$23.2M	Sell	69,776 -888	-1%	-$281K	14.94%	1
2025 Q2	$21.8M	Buy	70,664 +1,003	+1%	+$282K	14.79%	1
2025 Q1	$17.3M	Buy	69,661 +185	+0.3%	+$53.7K	15.27%	1
2024 Q4	$20M	Sell	69,476 -1,438	-2%	-$420K	16.82%	1
2024 Q3	$20.1M	Buy	70,914 +1,145	+2%	+$312K	16.49%	1
2024 Q2	$19M	Buy	+69,769	New	+$18.1M	16.85%	1
2024 Q1	–	Sell	-71,012	Closed	-$16.8M	–	34
2023 Q4	$16.8M	Buy	+71,012	New	+$15.7M	16.06%	1

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

Shotwell Rutter Baer's VTI Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, selling an estimated $310K and leaving 74,857 shares worth $27.7M. The position accounts for 15.21% of the portfolio, ranked #1.

Shotwell Rutter Baer first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Shotwell Rutter Baer held 74,857 shares of Vanguard Morningstar Total Stock Market ETF worth $27.7M as of Q2 2026.
Shotwell Rutter Baer sold 868 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $310K.
Vanguard Morningstar Total Stock Market ETF made up 15.21% of Shotwell Rutter Baer's portfolio in Q2 2026, its #1 holding.
Shotwell Rutter Baer first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.