Summit Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Summit Asset 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	$2.3M	Buy	6,228 +706	+13%	+$252K	0.3%	49
2026 Q1	$1.77M	Buy	5,522 +841	+18%	+$282K	0.25%	52
2025 Q4	$1.57M	Buy	4,681 +27	+0.6%	+$8.98K	0.22%	55
2025 Q3	$1.53M	Hold	4,654	–	–	0.23%	53
2025 Q2	$1.41M	Hold	4,654	–	–	0.23%	57
2025 Q1	$1.28M	Hold	4,654	–	–	0.22%	57
2024 Q4	$1.35M	Hold	4,654	–	–	0.24%	53
2024 Q3	$1.32M	Hold	4,654	–	–	0.25%	48
2024 Q2	$1.24M	Hold	4,654	–	–	0.26%	45
2024 Q1	$1.21M	Hold	4,654	–	–	0.26%	45
2023 Q4	$1.1M	Hold	4,654	–	–	0.26%	45
2023 Q3	$989K	Hold	4,654	–	–	0.27%	45
2023 Q2	$1.03M	Hold	4,654	–	–	0.27%	48
2023 Q1	$950K	Hold	4,654	–	–	0.26%	49
2022 Q4	$890K	Sell	4,654 -126	-3%	-$24.3K	0.26%	51
2022 Q3	$858K	Buy	4,780 +175	+4%	+$34.9K	0.28%	51
2022 Q2	$869K	Hold	4,605	–	–	0.27%	51
2022 Q1	$1.05M	Buy	4,605 +69	+2%	+$15.5K	0.3%	49
2021 Q4	$1.09M	Hold	4,536	–	–	0.31%	49
2021 Q3	$1.01M	Buy	4,536 +263	+6%	+$60K	0.32%	46
2021 Q2	$952K	Buy	4,273 +20	+0.5%	+$4.34K	0.3%	45
2021 Q1	$879K	Hold	4,253	–	–	0.3%	47
2020 Q4	$828K	Buy	4,253 +2,817	+196%	+$515K	0.3%	49
2020 Q3	$245K	Hold	1,436	–	–	0.1%	111
2020 Q2	$225K	Buy	+1,436	New	+$212K	0.1%	112
2020 Q1	–	Sell	-1,436	Closed	-$235K	–	125
2019 Q4	$235K	Hold	1,436	–	–	0.1%	105
2019 Q3	$217K	Hold	1,436	–	–	0.1%	105
2019 Q2	$216K	Hold	1,436	–	–	0.1%	105
2019 Q1	$208K	Buy	+1,436	New	+$200K	0.1%	109
2018 Q4	–	Sell	-1,436	Closed	-$215K	–	119
2018 Q3	$215K	Hold	1,436	–	–	0.1%	108
2018 Q2	$202K	Buy	+1,436	New	+$200K	0.1%	108

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Asset Management's VTI Position: Q2 2026 in Review

Summit Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, buying an estimated $252K and bringing the position to 6,228 shares worth $2.3M. The position accounts for 0.3% of the portfolio, ranked #49.

Summit Asset Management first reported a position in VTI in Q2 2018 and has held it in 31 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Summit Asset Management held 6,228 shares of Vanguard Morningstar Total Stock Market ETF worth $2.3M as of Q2 2026.
Summit Asset Management bought 706 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $252K.
Vanguard Morningstar Total Stock Market ETF made up 0.3% of Summit Asset Management's portfolio in Q2 2026, its #49 holding.
Summit Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 31 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.