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Spinnaker Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Spinnaker Investment Group’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 		$4.76M Buy
12,874
+6,440
+100% +$2.3M 0.76% 18
2026
Q1 		$2.06M Sell
6,434
-6,324
-50% -$2.12M 0.42% 24
2025
Q4 		$4.28M Buy
12,758
+38
+0.3% +$12.6K 0.78% 17
2025
Q3 		$4.17M Buy
12,720
+6,471
+104% +$2.04M 0.78% 16
2025
Q2 		$1.9M Sell
6,249
-16,670
-73% -$4.69M 0.45% 18
2025
Q1 		$6.3M Buy
22,919
+26
+0.1% +$7.55K 1.42% 13
2024
Q4 		$6.63M Sell
22,893
-448
-2% -$131K 1.6% 13
2024
Q3 		$6.61M Buy
23,341
+815
+4% +$222K 1.62% 13
2024
Q2 		$6.03M Buy
22,526
+320
+1% +$82.8K 1.66% 12
2024
Q1 		$5.77M Buy
22,206
+207
+0.9% +$51.2K 1.62% 12
2023
Q4 		$5.22M Buy
21,999
+6,716
+44% +$1.48M 1.58% 12
2023
Q3 		$3.25M Sell
15,283
-207
-1% -$45.8K 1.09% 15
2023
Q2 		$3.42M Buy
15,490
+248
+2% +$51.7K 1.12% 15
2023
Q1 		$3.11M Buy
15,242
+5
+0% +$1K 1.09% 15
2022
Q4 		$2.91M Buy
15,237
+391
+3% +$75.4K 1.04% 16
2022
Q3 		$2.68M Buy
14,846
+13,747
+1,251% +$2.74M 1.05% 17
2022
Q2 		$207K Sell
1,099
-8,977
-89% -$1.84M 0.08% 74
2022
Q1 		$2.35M Buy
10,076
+19
+0.2% +$4.27K 0.76% 21
2021
Q4 		$2.23M Buy
+10,057
New +$2.37M 0.78% 21

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

Spinnaker Investment Group's VTI Position: Q2 2026 in Review

Spinnaker Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 100% in Q2 2026, buying an estimated $2.3M and bringing the position to 12,874 shares worth $4.76M. The position accounts for 0.76% of the portfolio, ranked #18.

Spinnaker Investment Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.63M in Q4 2024. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Spinnaker Investment Group held 12,874 shares of Vanguard Morningstar Total Stock Market ETF worth $4.76M as of Q2 2026.
  • Spinnaker Investment Group bought 6,440 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.3M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.76% of Spinnaker Investment Group's portfolio in Q2 2026, its #18 holding.
  • Spinnaker Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $6.63M in Q4 2024.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.