Stonekeep Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stonekeep Investments’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	$18.2M	Buy	49,073 +2,277	+5%	+$814K	10.57%	2
2026 Q1	$15M	Buy	46,796 +3,054	+7%	+$1.02M	9.73%	3
2025 Q4	$14.7M	Buy	43,742 +1,530	+4%	+$509K	9.38%	3
2025 Q3	$13.9M	Buy	42,212 +704	+2%	+$222K	8.78%	3
2025 Q2	$12.6M	Buy	41,508 +735	+2%	+$207K	8.49%	4
2025 Q1	$11.2M	Buy	40,773 +2,924	+8%	+$849K	8.26%	4
2024 Q4	$11M	Buy	37,849 +4,854	+15%	+$1.42M	8.17%	4
2024 Q3	$9.34M	Buy	32,995 +3,960	+14%	+$1.08M	7.21%	4
2024 Q2	$7.77M	Buy	+29,035	New	+$7.51M	6.3%	4

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Stonekeep Investments's VTI Position: Q2 2026 in Review

Stonekeep Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.9% in Q2 2026, buying an estimated $814K and bringing the position to 49,073 shares worth $18.2M. The position accounts for 10.57% of the portfolio, ranked #2.

Stonekeep Investments first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stonekeep Investments held 49,073 shares of Vanguard Morningstar Total Stock Market ETF worth $18.2M as of Q2 2026.
Stonekeep Investments bought 2,277 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $814K.
Vanguard Morningstar Total Stock Market ETF made up 10.57% of Stonekeep Investments's portfolio in Q2 2026, its #2 holding.
Stonekeep Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.