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

Van Cleef 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 Q3	$11.8M	Sell	31,625 -51	-0.2%	-$19.1K	1.18%	19
2026 Q2	$11.7M	Hold	31,676	–	–	1.19%	19
2026 Q1	$10.2M	Sell	31,676 -50	-0.2%	-$16.8K	1.09%	21
2025 Q4	$10.6M	Sell	31,726 -20	-0.1%	-$6.65K	1.08%	20
2025 Q3	$10.4M	Hold	31,746	–	–	1.06%	22
2025 Q2	$9.6M	Sell	31,746 -70	-0.2%	-$19.7K	1.04%	23
2025 Q1	$8.74M	Sell	31,816 -3,754	-11%	-$1.09M	0.99%	22
2024 Q4	$10.3M	Sell	35,570 -65	-0.2%	-$19K	1.13%	21
2024 Q3	$10.1M	Buy	35,635 +31,685	+802%	+$8.64M	1.12%	20
2024 Q2	$1.06M	Sell	3,950 -25	-0.6%	-$6.47K	0.13%	57
2024 Q1	$1.03M	Buy	3,975 +345	+10%	+$85.4K	0.13%	60
2023 Q4	$861K	Buy	+3,630	New	+$803K	0.12%	59
2022 Q1	–	Sell	-860	Closed	-$208K	–	121
2021 Q4	$208K	Buy	+860	New	+$203K	0.03%	117

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Van Cleef Asset Management's VTI Position: Q3 2026 in Review

Van Cleef Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.16% in Q3 2026, selling an estimated $19.1K and leaving 31,625 shares worth $11.8M. The position accounts for 1.18% of the portfolio, ranked #19.

Van Cleef Asset Management first reported a position in VTI in Q4 2021 and has held it in 13 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Van Cleef Asset Management held 31,625 shares of Vanguard Morningstar Total Stock Market ETF worth $11.8M as of Q3 2026.
Van Cleef Asset Management sold 51 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $19.1K.
Vanguard Morningstar Total Stock Market ETF made up 1.18% of Van Cleef Asset Management's portfolio in Q3 2026, its #19 holding.
Van Cleef Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Van Cleef Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.