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

Towneley Capital 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	$169M	Sell	457,869 -5,479	-1%	-$1.96M	33.25%	1
2026 Q1	$149M	Buy	463,348 +5,426	+1%	+$1.82M	31.11%	1
2025 Q4	$154M	Buy	457,922 +1,137	+0.2%	+$378K	32.37%	1
2025 Q3	$150M	Sell	456,785 -7,220	-2%	-$2.28M	32.56%	1
2025 Q2	$141M	Buy	464,005 +3,777	+0.8%	+$1.06M	32.35%	1
2025 Q1	$126M	Buy	460,228 +21,632	+5%	+$6.28M	29.59%	1
2024 Q4	$127M	Sell	438,596 -4,528	-1%	-$1.32M	30.19%	1
2024 Q3	$125M	Sell	443,124 -23,577	-5%	-$6.43M	28.42%	1
2024 Q2	$125M	Buy	466,701 +129,605	+38%	+$33.5M	29.28%	1
2024 Q1	$87.6M	Sell	337,096 -705	-0.2%	-$174K	21.54%	1
2023 Q4	$80.1M	Buy	+337,801	New	+$74.7M	20.54%	1

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

Towneley Capital Management's VTI Position: Q2 2026 in Review

Towneley Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $1.96M and leaving 457,869 shares worth $169M. The position accounts for 33.25% of the portfolio, ranked #1.

Towneley Capital Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Towneley Capital Management held 457,869 shares of Vanguard Morningstar Total Stock Market ETF worth $169M as of Q2 2026.
Towneley Capital Management sold 5,479 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.96M.
Vanguard Morningstar Total Stock Market ETF made up 33.25% of Towneley Capital Management's portfolio in Q2 2026, its #1 holding.
Towneley Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.