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Stanley-Laman Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stanley-Laman 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 		$335K Buy
906
+39
+4% +$13.9K 0.03% 264
2026
Q1 		$278K Hold
867
– – 0.03% 258
2025
Q4 		$291K Sell
867
-87
-9% -$28.9K 0.04% 255
2025
Q3 		$313K Buy
954
+62
+7% +$19.6K 0.04% 230
2025
Q2 		$271K Hold
892
– – 0.04% 249
2025
Q1 		$245K Buy
892
+67
+8% +$19.5K 0.04% 254
2024
Q4 		$239K Sell
825
-8
-1% -$2.33K 0.03% 258
2024
Q3 		$236K Sell
833
-80
-9% -$21.8K 0.03% 258
2024
Q2 		$244K Sell
913
-20
-2% -$5.18K 0.04% 250
2024
Q1 		$242K Hold
933
– – 0.03% 232
2023
Q4 		$221K Sell
933
-131
-12% -$29K 0.03% 221
2023
Q3 		$226K Sell
1,064
-126
-11% -$27.9K 0.04% 214
2023
Q2 		$262K Buy
1,190
+19
+2% +$3.96K 0.04% 206
2023
Q1 		$239K Buy
1,171
+64
+6% +$12.8K 0.04% 205
2022
Q4 		$212K Sell
1,107
-24
-2% -$4.63K 0.04% 208
2022
Q3 		$203K Hold
1,131
– – 0.04% 226
2022
Q2 		$213K Hold
1,131
– – 0.04% 262
2022
Q1 		$257K Sell
1,131
-110
-9% -$24.7K 0.04% 258
2021
Q4 		$300K Sell
1,241
-13
-1% -$3.07K 0.04% 239
2021
Q3 		$278K Buy
1,254
+200
+19% +$45.6K 0.04% 240
2021
Q2 		$235K Buy
+1,054
New +$229K 0.03% 239

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

Stanley-Laman Group's VTI Position: Q2 2026 in Review

Stanley-Laman Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.5% in Q2 2026, buying an estimated $13.9K and bringing the position to 906 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #264.

Stanley-Laman Group first reported a position in VTI in Q2 2021 and has held it in 21 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Stanley-Laman Group held 906 shares of Vanguard Morningstar Total Stock Market ETF worth $335K as of Q2 2026.
  • Stanley-Laman Group bought 39 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Stanley-Laman Group's portfolio in Q2 2026, its #264 holding.
  • Stanley-Laman Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.