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Squire Investment Management Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Squire Investment Management Company’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 		$14.7M Buy
39,664
+168
+0.4% +$60.1K 3.53% 11
2026
Q1 		$12.7M Buy
39,496
+5,135
+15% +$1.72M 3.52% 11
2025
Q4 		$11.5M Buy
34,361
+3,370
+11% +$1.12M 3.49% 11
2025
Q3 		$10.2M Buy
30,991
+1,481
+5% +$468K 3.31% 11
2025
Q2 		$8.97M Buy
29,510
+2,233
+8% +$628K 3.31% 11
2025
Q1 		$7.5M Buy
27,277
+7,442
+38% +$2.16M 3.12% 11
2024
Q4 		$5.75M Buy
19,835
+685
+4% +$200K 2.53% 11
2024
Q3 		$5.42M Buy
19,150
+598
+3% +$163K 2.58% 11
2024
Q2 		$4.96M Buy
18,552
+909
+5% +$235K 2.81% 11
2024
Q1 		$4.59M Buy
17,643
+1,860
+12% +$460K 2.89% 9
2023
Q4 		$3.74M Buy
+15,783
New +$3.49M 3.05% 8

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Squire Investment Management Company's VTI Position: Q2 2026 in Review

Squire Investment Management Company increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.43% in Q2 2026, buying an estimated $60.1K and bringing the position to 39,664 shares worth $14.7M. The position accounts for 3.53% of the portfolio, ranked #11.

Squire Investment Management Company first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Squire Investment Management Company held 39,664 shares of Vanguard Morningstar Total Stock Market ETF worth $14.7M as of Q2 2026.
  • Squire Investment Management Company bought 168 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $60.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.53% of Squire Investment Management Company's portfolio in Q2 2026, its #11 holding.
  • Squire Investment Management Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.