JBI
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John Boyer, Inc.’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

John Boyer, Inc.’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 		– Sell
-794
Closed -$255K – 42
2026
Q1 		$255K Buy
794
+2
+0.3% +$671 0.25% 36
2025
Q4 		$265K Hold
792
– – 0.27% 35
2025
Q3 		$260K Buy
+792
New +$250K 0.26% 32

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

John Boyer, Inc.'s VTI Position: Q2 2026 in Review

John Boyer, Inc. sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 794 shares — an estimated $255K sold.

John Boyer, Inc. first reported a position in VTI in Q3 2025 and held it in 3 quarters. The position peaked at $265K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • John Boyer, Inc. reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • John Boyer, Inc. sold 794 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $255K.
  • John Boyer, Inc. first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and held it in 3 quarters.
  • John Boyer, Inc.'s Vanguard Morningstar Total Stock Market ETF position peaked at $265K in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.