Smartleaf Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Smartleaf Asset Management’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	$15.1M	Hold	41,094	–	–	0.49%	35
2026 Q1	$12.8M	Buy	41,094 +9,009	+28%	+$3.02M	0.46%	41
2025 Q4	$10.8M	Buy	32,085 +18,057	+129%	+$6.01M	0.41%	45
2025 Q3	$4.59M	Buy	14,028 +2,317	+20%	+$732K	0.28%	66
2025 Q2	$3.55M	Sell	11,711 -296	-2%	-$83.3K	0.31%	63
2025 Q1	$3.28M	Buy	12,007 +1,647	+16%	+$478K	0.32%	64
2024 Q4	$3.01M	Sell	10,360 -72	-0.7%	-$21K	0.31%	64
2024 Q3	$2.94M	Buy	10,432 +53	+0.5%	+$14.5K	0.36%	56
2024 Q2	$2.8M	Buy	10,379 +941	+10%	+$244K	0.46%	41
2024 Q1	$2.45M	Buy	9,438 +379	+4%	+$93.8K	0.47%	43
2023 Q4	$2.16M	Buy	+9,059	New	+$2M	0.58%	39

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

Smartleaf Asset Management's VTI Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 41,094 shares worth $15.1M. The position accounts for 0.49% of the portfolio, ranked #35.

Smartleaf Asset Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Smartleaf Asset Management held 41,094 shares of Vanguard Morningstar Total Stock Market ETF worth $15.1M as of Q2 2026.
Smartleaf Asset Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.49% of Smartleaf Asset Management's portfolio in Q2 2026, its #35 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.