Total Clarity Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Total Clarity Wealth 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	$2.32M	Sell	6,256 -1,561	-20%	-$558K	0.45%	60
2026 Q1	$2.51M	Buy	7,817 +201	+3%	+$67.4K	0.59%	47
2025 Q4	$2.55M	Sell	7,616 -346	-4%	-$115K	0.62%	47
2025 Q3	$2.61M	Sell	7,962 -305	-4%	-$96.3K	0.69%	38
2025 Q2	$2.51M	Sell	8,267 -171	-2%	-$48.1K	0.72%	39
2025 Q1	$2.45M	Hold	8,438	–	–	0.8%	35
2024 Q4	$2.45M	Sell	8,438 -54	-0.6%	-$15.8K	0.8%	35
2024 Q3	$2.4M	Sell	8,492 -796	-9%	-$217K	0.77%	34
2024 Q2	$2.48M	Buy	9,288 +543	+6%	+$141K	0.86%	34
2024 Q1	$2.27M	Buy	8,745 +2,404	+38%	+$595K	0.79%	33
2023 Q4	$1.5M	Sell	6,341 -164	-3%	-$36.3K	0.62%	45
2023 Q3	$1.38M	Buy	6,505 +1,636	+34%	+$362K	0.67%	40
2023 Q2	$1.07M	Buy	4,869 +452	+10%	+$94.3K	0.53%	56
2023 Q1	$902K	Sell	4,417 -2,754	-38%	-$551K	0.49%	54
2022 Q4	$1.37M	Buy	7,171 +1,619	+29%	+$312K	0.7%	34
2022 Q3	$996K	Buy	5,552 +504	+10%	+$100K	0.62%	46
2022 Q2	$952K	Buy	5,048 +1,093	+28%	+$225K	0.49%	51
2022 Q1	$900K	Buy	3,955 +1,905	+93%	+$428K	0.49%	58
2021 Q4	$495K	Buy	2,050 +5	+0.2%	+$1.18K	0.22%	102
2021 Q3	$454K	Buy	2,045 +265	+15%	+$60.4K	0.22%	114
2021 Q2	$397K	Buy	1,780 +235	+15%	+$51K	0.22%	127
2021 Q1	$319K	Buy	1,545 +375	+32%	+$75.9K	0.18%	129
2020 Q4	$228K	Buy	+1,170	New	+$214K	0.16%	138
2020 Q1	–	Sell	-1,453	Closed	-$238K	–	615
2019 Q4	$238K	Buy	+1,453	New	+$228K	0.18%	111

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

Total Clarity Wealth Management's VTI Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, selling an estimated $558K and leaving 6,256 shares worth $2.32M. The position accounts for 0.45% of the portfolio, ranked #60.

Total Clarity Wealth Management first reported a position in VTI in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.61M in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Total Clarity Wealth Management held 6,256 shares of Vanguard Morningstar Total Stock Market ETF worth $2.32M as of Q2 2026.
Total Clarity Wealth Management sold 1,561 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $558K.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Total Clarity Wealth Management's portfolio in Q2 2026, its #60 holding.
Total Clarity Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
Total Clarity Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.61M in Q3 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.