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

Total Investment 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	$61.7M	Buy	167,556 +1,683	+1%	+$602K	6.5%	10
2026 Q1	$53.2M	Buy	+165,873	New	+$55.7M	6.2%	10
2025 Q3	–	Sell	-13	Closed	-$3.96K	–	831
2025 Q2	$3.96K	Buy	+13	New	+$3.66K	﹤0.01%	466
2020 Q1	–	Sell	-213,848	Closed	-$35M	–	56
2019 Q4	$35M	Buy	+213,848	New	+$33.5M	6.69%	7

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 Investment Management's VTI Position: Q2 2026 in Review

Total Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, buying an estimated $602K and bringing the position to 167,556 shares worth $61.7M. The position accounts for 6.5% of the portfolio, ranked #10.

Total Investment Management first reported a position in VTI in Q4 2019 and has held it in 4 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Total Investment Management held 167,556 shares of Vanguard Morningstar Total Stock Market ETF worth $61.7M as of Q2 2026.
Total Investment Management bought 1,683 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $602K.
Vanguard Morningstar Total Stock Market ETF made up 6.5% of Total Investment Management's portfolio in Q2 2026, its #10 holding.
Total Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 4 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.