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

Studio Investment Management’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 		$5.25M Sell
14,188
-2,683
-16% -$959K 0.89% 31
2026
Q1 		$5.41M Sell
16,871
-58
-0.3% -$19.5K 0.98% 28
2025
Q4 		$5.68M Sell
16,929
-434
-2% -$144K 1.04% 26
2025
Q3 		$5.71M Buy
17,363
+688
+4% +$217K 1.08% 22
2025
Q2 		$5.08M Buy
16,675
+626
+4% +$176K 1.02% 24
2025
Q1 		$4.41M Sell
16,049
-431
-3% -$125K 0.91% 27
2024
Q4 		$4.78M Buy
16,480
+262
+2% +$76.4K 1.02% 26
2024
Q3 		$4.61M Sell
16,218
-1,429
-8% -$390K 0.97% 28
2024
Q2 		$4.75M Buy
17,647
+168
+1% +$43.5K 1.08% 25
2024
Q1 		$4.54M Buy
17,479
+1,882
+12% +$466K 1.08% 26
2023
Q4 		$3.7M Buy
15,597
+6,287
+68% +$1.39M 0.94% 34
2023
Q3 		$1.98M Buy
9,310
+26
+0.3% +$5.75K 0.55% 49
2023
Q2 		$2.05M Buy
9,284
+2,589
+39% +$540K 0.57% 50
2023
Q1 		$1.37M Buy
6,695
+725
+12% +$145K 0.41% 57
2022
Q4 		$1.14M Buy
5,970
+1,510
+34% +$291K 0.37% 57
2022
Q3 		$800K Sell
4,460
-266
-6% -$53K 0.29% 63
2022
Q2 		$891K Buy
4,726
+400
+9% +$82.2K 0.31% 62
2022
Q1 		$985K Sell
4,326
-3,980
-48% -$895K 0.32% 64
2021
Q4 		$2M Buy
8,306
+5,266
+173% +$1.24M 0.72% 52
2021
Q3 		$675K Buy
+3,040
New +$693K 0.29% 55

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

Studio Investment Management's VTI Position: Q2 2026 in Review

Studio Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, selling an estimated $959K and leaving 14,188 shares worth $5.25M. The position accounts for 0.89% of the portfolio, ranked #31.

Studio Investment Management first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.71M in Q3 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Studio Investment Management held 14,188 shares of Vanguard Morningstar Total Stock Market ETF worth $5.25M as of Q2 2026.
  • Studio Investment Management sold 2,683 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $959K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.89% of Studio Investment Management's portfolio in Q2 2026, its #31 holding.
  • Studio Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $5.71M in Q3 2025.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.