Tarbox Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tarbox Family Office’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	$1.73M	Hold	4,687	–	–	0.25%	32
2026 Q1	$1.5M	Hold	4,687	–	–	0.24%	30
2025 Q4	$1.57M	Sell	4,687 -15,263	-77%	-$5.08M	0.25%	32
2025 Q3	$6.55M	Buy	19,950 +1,071	+6%	+$338K	0.96%	18
2025 Q2	$5.74M	Sell	18,879 -133	-0.7%	-$37.4K	0.86%	19
2025 Q1	$5.23M	Sell	19,012 -21	-0.1%	-$6.1K	0.87%	19
2024 Q4	$5.52M	Sell	19,033 -57	-0.3%	-$16.6K	0.91%	19
2024 Q3	$5.41M	Buy	19,090 +28	+0.1%	+$7.64K	0.89%	18
2024 Q2	$5.1M	Sell	19,062 -4	-0%	-$1.03K	0.9%	18
2024 Q1	$4.96M	Sell	19,066 -3	-0%	-$742	0.87%	18
2023 Q4	$4.52M	Sell	19,069 -92	-0.5%	-$20.3K	0.88%	18
2023 Q3	$4.07M	Sell	19,161 -351	-2%	-$77.7K	0.84%	20
2023 Q2	$4.3M	Buy	19,512 +36	+0.2%	+$7.51K	0.84%	17
2023 Q1	$3.98M	Sell	19,476 -220	-1%	-$44K	0.8%	18
2022 Q4	$3.77M	Buy	19,696 +2,178	+12%	+$420K	0.83%	17
2022 Q3	$3.3M	Hold	17,518	–	–	0.78%	16
2022 Q2	$3.3M	Buy	17,518 +8	+0%	+$1.64K	0.74%	16
2022 Q1	$3.99M	Buy	17,510 +6	+0%	+$1.35K	0.81%	16
2021 Q4	$4.23M	Sell	17,504 -208	-1%	-$49.1K	0.73%	16
2021 Q3	$3.93M	Buy	17,712 +8	+0%	+$1.82K	0.72%	15
2021 Q2	$3.94M	Buy	17,704 +4	+0%	+$868	0.71%	17
2021 Q1	$3.66M	Sell	17,700 -18	-0.1%	-$3.64K	0.72%	17
2020 Q4	$3.45M	Sell	17,718 -660	-4%	-$121K	0.72%	18
2020 Q3	$3.13M	Buy	18,378 +21	+0.1%	+$3.53K	0.76%	18
2020 Q2	$2.87M	Buy	18,357 +3,593	+24%	+$530K	0.74%	17
2020 Q1	$1.9M	Sell	14,764 -7,903	-35%	-$1.22M	0.62%	22
2019 Q4	$3.71M	Sell	22,667 -22	-0.1%	-$3.45K	1.01%	12
2019 Q3	$3.43M	Buy	22,689 +335	+1%	+$50.5K	1.04%	12
2019 Q2	$3.35M	Buy	22,354 +16,929	+312%	+$2.49M	1.05%	13
2019 Q1	$785K	Hold	5,425	–	–	0.29%	27
2018 Q4	$692K	Hold	5,425	–	–	0.29%	28
2018 Q3	$812K	Hold	5,425	–	–	0.29%	26
2018 Q2	$762K	Sell	5,425 -499	-8%	-$69.6K	0.29%	24
2018 Q1	$804K	Hold	5,924	–	–	0.31%	24
2017 Q4	$813K	Hold	5,924	–	–	0.32%	26
2017 Q3	$767K	Buy	5,924 +5,425	+1,087%	+$687K	0.34%	22
2017 Q2	$62K	Hold	499	–	–	0.03%	137
2017 Q1	$61K	Hold	499	–	–	0.03%	126
2016 Q4	$58K	Hold	499	–	–	0.03%	106
2016 Q3	$56K	Hold	499	–	–	0.04%	102
2016 Q2	$53K	Sell	499 -1,183	-70%	-$125K	0.04%	103
2016 Q1	$176K	Buy	+1,682	New	+$167K	0.13%	57

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

Tarbox Family Office's VTI Position: Q2 2026 in Review

Tarbox Family Office held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 4,687 shares worth $1.73M. The position accounts for 0.25% of the portfolio, ranked #32.

Tarbox Family Office first reported a position in VTI in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.55M in Q3 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tarbox Family Office held 4,687 shares of Vanguard Morningstar Total Stock Market ETF worth $1.73M as of Q2 2026.
Tarbox Family Office left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Tarbox Family Office's portfolio in Q2 2026, its #32 holding.
Tarbox Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 42 quarters since.
Tarbox Family Office's Vanguard Morningstar Total Stock Market ETF position peaked at $6.55M in Q3 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.