Tandem Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tandem Investment Partners’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	$4.01M	Sell	10,838 -1,313	-11%	-$469K	3.09%	9
2026 Q1	$3.9M	Sell	12,151 -1,166	-9%	-$391K	3.3%	8
2025 Q4	$4.46M	Sell	13,317 -1,205	-8%	-$401K	3.77%	7
2025 Q3	$4.77M	Sell	14,522 -611	-4%	-$193K	3.92%	7
2025 Q2	$4.6M	Sell	15,133 -80	-0.5%	-$22.5K	4.01%	8
2025 Q1	$4.18M	Sell	15,213 -194	-1%	-$56.4K	4.13%	7
2024 Q4	$4.47M	Buy	+15,407	New	+$4.5M	4.27%	9

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

Tandem Investment Partners's VTI Position: Q2 2026 in Review

Tandem Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $469K and leaving 10,838 shares worth $4.01M. The position accounts for 3.09% of the portfolio, ranked #9.

Tandem Investment Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.77M in Q3 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tandem Investment Partners held 10,838 shares of Vanguard Morningstar Total Stock Market ETF worth $4.01M as of Q2 2026.
Tandem Investment Partners sold 1,313 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $469K.
Vanguard Morningstar Total Stock Market ETF made up 3.09% of Tandem Investment Partners's portfolio in Q2 2026, its #9 holding.
Tandem Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Tandem Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.77M in Q3 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.