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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 2,097 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.
2,097 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.