Townsend & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Townsend & Associates’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 Q1	–	Sell	-692	Closed	-$237K	–	119
2025 Q4	$237K	Hold	692	–	–	0.02%	104
2025 Q3	$226K	Hold	692	–	–	0.02%	104
2025 Q2	$217K	Buy	+692	New	+$195K	0.02%	101
2025 Q1	–	Sell	-1,197	Closed	-$358K	–	106
2024 Q4	$358K	Buy	1,197 +425	+55%	+$124K	0.04%	84
2024 Q3	$220K	Sell	772 -43	-5%	-$11.7K	0.02%	96
2024 Q2	$220K	Sell	815 -33	-4%	-$8.54K	0.02%	98
2024 Q1	$212K	Buy	848 +1	+0.1%	+$247	0.02%	100
2023 Q4	$204K	Buy	+847	New	+$187K	0.03%	104
2023 Q3	–	Sell	-890	Closed	-$202K	–	122
2023 Q2	$202K	Buy	+890	New	+$186K	0.05%	122

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Townsend & Associates's VTI Position: Q1 2026 in Review

Townsend & Associates sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 692 shares — an estimated $237K sold.

Townsend & Associates first reported a position in VTI in Q2 2023 and held it in 9 quarters. The position peaked at $358K in Q4 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Townsend & Associates reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Townsend & Associates sold 692 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $237K.
Townsend & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and held it in 9 quarters.
Townsend & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $358K in Q4 2024.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Townsend & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.