SRC
VTI icon

Shufro Rose & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shufro Rose & Co’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 		$14.2M Buy
38,383
+196
+0.5% +$70.1K 0.82% 31
2026
Q1 		$12.3M Buy
38,187
+1,543
+4% +$518K 0.83% 33
2025
Q4 		$12.3M Buy
36,644
+5,327
+17% +$1.77M 0.83% 35
2025
Q3 		$8.61M Sell
31,317
-1,275
-4% -$403K 0.7% 33
2025
Q2 		$8.96M Sell
32,592
-424
-1% -$119K 0.72% 33
2025
Q1 		$9.07M Buy
33,016
+410
+1% +$119K 0.72% 33
2024
Q4 		$9.45M Buy
32,606
+16,965
+108% +$4.95M 0.73% 37
2024
Q3 		$4.18M Hold
15,641
– – 0.34% 55
2024
Q2 		$4.18M Buy
15,641
+3,288
+27% +$851K 0.34% 55
2024
Q1 		$3.21M Buy
12,353
+3,120
+34% +$772K 0.27% 61
2023
Q4 		$1.96M Sell
9,233
-6
-0.1% -$1.33K 0.19% 66
2023
Q3 		$1.96M Buy
9,239
+820
+10% +$182K 0.19% 67
2023
Q2 		$1.85M Buy
8,419
+1,320
+19% +$275K 0.17% 73
2023
Q1 		$1.45M Buy
7,099
+307
+5% +$61.5K 0.13% 91
2022
Q4 		$1.3M Buy
6,792
+2,040
+43% +$393K 0.11% 99
2022
Q3 		$853K Buy
4,752
+405
+9% +$80.7K 0.09% 119
2022
Q2 		$820K Buy
4,347
+150
+4% +$30.8K 0.07% 127
2022
Q1 		$956K Buy
4,197
+438
+12% +$98.5K 0.07% 128
2021
Q4 		$908K Buy
3,759
+584
+18% +$138K 0.07% 131
2021
Q3 		$705K Buy
3,175
+1,088
+52% +$248K 0.06% 139
2021
Q2 		$465K Buy
2,087
+86
+4% +$18.7K 0.04% 170
2021
Q1 		$414K Sell
2,001
-8
-0.4% -$1.62K 0.03% 177
2020
Q4 		$391K Buy
+2,009
New +$367K 0.03% 179
2019
Q4 		– Sell
-587
Closed -$89K – 348
2019
Q3 		$89K Buy
+587
New +$88.5K 0.01% 305

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shufro Rose & Co's VTI Position: Q2 2026 in Review

Shufro Rose & Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.51% in Q2 2026, buying an estimated $70.1K and bringing the position to 38,383 shares worth $14.2M. The position accounts for 0.82% of the portfolio, ranked #31.

Shufro Rose & Co first reported a position in VTI in Q3 2019 and has held it in 24 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Shufro Rose & Co held 38,383 shares of Vanguard Morningstar Total Stock Market ETF worth $14.2M as of Q2 2026.
  • Shufro Rose & Co bought 196 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $70.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.82% of Shufro Rose & Co's portfolio in Q2 2026, its #31 holding.
  • Shufro Rose & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 24 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.