VF
VTI icon

Vawter Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vawter Financial’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 		$2.52M Buy
6,810
+409
+6% +$146K 0.95% 25
2026
Q1 		$2.05M Buy
6,401
+31
+0.5% +$10.4K 0.86% 27
2025
Q4 		$2.14M Buy
6,370
+43
+0.7% +$14.3K 0.9% 26
2025
Q3 		$2.08M Buy
+6,327
New +$2M 0.94% 26
2025
Q2 		– Sell
-6,289
Closed -$1.73M – 99
2025
Q1 		$1.73M Buy
6,289
+16
+0.3% +$4.65K 0.97% 27
2024
Q4 		$1.82M Sell
6,273
-295
-4% -$86.1K 1.09% 25
2024
Q3 		$1.86M Buy
6,568
+2,271
+53% +$619K 1.14% 25
2024
Q2 		$1.15M Buy
4,297
+473
+12% +$122K 0.79% 27
2024
Q1 		$994K Sell
3,824
-70
-2% -$17.3K 0.72% 30
2023
Q4 		$924K Buy
3,894
+1,053
+37% +$233K 0.72% 27
2023
Q3 		$603K Sell
2,841
-378
-12% -$83.7K 0.68% 30
2023
Q2 		$709K Buy
3,219
+496
+18% +$103K 0.61% 31
2023
Q1 		$556K Buy
2,723
+93
+4% +$18.6K 0.56% 30
2022
Q4 		$503K Buy
+2,630
New +$507K 0.59% 29

Other funds holding VTI

WI
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
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Vawter Financial's VTI Position: Q2 2026 in Review

Vawter Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.4% in Q2 2026, buying an estimated $146K and bringing the position to 6,810 shares worth $2.52M. The position accounts for 0.95% of the portfolio, ranked #25.

Vawter Financial first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 1,896 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Vawter Financial held 6,810 shares of Vanguard Morningstar Total Stock Market ETF worth $2.52M as of Q2 2026.
  • Vawter Financial bought 409 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $146K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.95% of Vawter Financial's portfolio in Q2 2026, its #25 holding.
  • Vawter Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,896 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.