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

Tucker Asset 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	$611K	Buy	1,653 +95	+6%	+$34K	0.15%	67
2026 Q1	$500K	Sell	1,558 -1,938	-55%	-$650K	0.15%	54
2025 Q4	$1.17M	Buy	3,496 +676	+24%	+$225K	0.34%	22
2025 Q3	$926K	Buy	2,820 +217	+8%	+$68.5K	0.28%	27
2025 Q2	$791K	Sell	2,603 -17	-0.6%	-$4.78K	0.25%	24
2025 Q1	$720K	Sell	2,620 -122	-4%	-$35.4K	0.23%	24
2024 Q4	$795K	Sell	2,742 -1,188	-30%	-$347K	0.08%	34
2024 Q3	$1.11M	Sell	3,930 -56	-1%	-$15.3K	0.26%	27
2024 Q2	$1.07M	Sell	3,986 -22	-0.5%	-$5.69K	0.23%	29
2024 Q1	$1.04M	Buy	4,008 +54	+1%	+$13.4K	0.24%	30
2023 Q4	$938K	Buy	3,954 +903	+30%	+$200K	0.23%	29
2023 Q3	$648K	Hold	3,051	–	–	0.17%	40
2023 Q2	$672K	Sell	3,051 -167	-5%	-$34.8K	0.2%	28
2023 Q1	$657K	Buy	3,218 +167	+5%	+$33.4K	0.2%	28
2022 Q4	$585K	Sell	3,051 -172	-5%	-$33.1K	0.19%	19
2022 Q3	$625K	Buy	3,223 +172	+6%	+$34.3K	0.2%	12
2022 Q2	$575K	Buy	3,051 +1,130	+59%	+$232K	0.19%	7
2022 Q1	$437K	Buy	1,921 +1,901	+9,505%	+$428K	0.14%	10
2021 Q4	$4.84K	Hold	20	–	–	﹤0.01%	312
2021 Q3	$4.74K	Hold	20	–	–	﹤0.01%	256
2021 Q2	$4.46K	Hold	20	–	–	﹤0.01%	245
2021 Q1	$4.13K	Hold	20	–	–	﹤0.01%	238
2020 Q4	$3.89K	Buy	+20	New	+$3.66K	﹤0.01%	250

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

Tucker Asset Management's VTI Position: Q2 2026 in Review

Tucker Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.1% in Q2 2026, buying an estimated $34K and bringing the position to 1,653 shares worth $611K. The position accounts for 0.15% of the portfolio, ranked #67.

Tucker Asset Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tucker Asset Management held 1,653 shares of Vanguard Morningstar Total Stock Market ETF worth $611K as of Q2 2026.
Tucker Asset Management bought 95 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34K.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of Tucker Asset Management's portfolio in Q2 2026, its #67 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
Tucker Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.17M in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.