TF
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Tenon Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tenon Financial’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 		$9.8M Sell
26,489
-262
-1% -$93.7K 3.15% 6
2026
Q1 		$8.58M Buy
26,751
+4,970
+23% +$1.67M 3.37% 6
2025
Q4 		$7.3M Sell
21,781
-2,828
-11% -$941K 3.08% 6
2025
Q3 		$8.08M Sell
24,609
-401
-2% -$127K 4.15% 6
2025
Q2 		$7.6M Buy
25,010
+410
+2% +$115K 3.36% 6
2025
Q1 		$6.76M Buy
24,600
+1,821
+8% +$529K 4.18% 6
2024
Q4 		$6.59M Buy
22,779
+17
+0.1% +$4.96K 4.27% 6
2024
Q3 		$6.45M Buy
22,762
+1,249
+6% +$341K 4.27% 6
2024
Q2 		$5.75M Buy
21,513
+10,985
+104% +$2.84M 4.49% 6
2024
Q1 		$2.74M Buy
+10,528
New +$2.6M 2.31% 6

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Tenon Financial's VTI Position: Q2 2026 in Review

Tenon Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.98% in Q2 2026, selling an estimated $93.7K and leaving 26,489 shares worth $9.8M. The position accounts for 3.15% of the portfolio, ranked #6.

Tenon Financial first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tenon Financial held 26,489 shares of Vanguard Morningstar Total Stock Market ETF worth $9.8M as of Q2 2026.
  • Tenon Financial sold 262 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $93.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.15% of Tenon Financial's portfolio in Q2 2026, its #6 holding.
  • Tenon Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.