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Ted Buchan & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ted Buchan & Co’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 		$1.89M Hold
5,116
– – 0.62% 35
2026
Q1 		$1.64M Hold
5,116
– – 0.6% 38
2025
Q4 		$1.72M Sell
5,116
-524
-9% -$174K 0.63% 35
2025
Q3 		$1.85M Buy
+5,640
New +$1.78M 0.73% 34

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

Ted Buchan & Co's VTI Position: Q2 2026 in Review

Ted Buchan & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,116 shares worth $1.89M. The position accounts for 0.62% of the portfolio, ranked #35.

Ted Buchan & Co first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ted Buchan & Co held 5,116 shares of Vanguard Morningstar Total Stock Market ETF worth $1.89M as of Q2 2026.
  • Ted Buchan & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.62% of Ted Buchan & Co's portfolio in Q2 2026, its #35 holding.
  • Ted Buchan & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.