Venture Visionary Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.5M Buy
82,317
+567
+0.7% +$203K 0.85% 21
2026
Q1
$26.2M Sell
81,750
-2,078
-2% -$697K 0.87% 21
2025
Q4
$28.7M Sell
83,828
-1,172
-1% -$390K 0.94% 19
2025
Q3
$27.9M Sell
85,000
-905
-1% -$286K 0.96% 20
2025
Q2
$26.1M Sell
85,905
-331
-0.4% -$93.1K 0.98% 21
2025
Q1
$23.7M Buy
86,236
+2,543
+3% +$739K 0.99% 19
2024
Q4
$24.3M Sell
83,693
-914
-1% -$267K 1.03% 18
2024
Q3
$24M Sell
84,607
-5,843
-6% -$1.59M 1.04% 19
2024
Q2
$24.2M Sell
90,450
-299
-0.3% -$77.4K 1.11% 14
2024
Q1
$23.6M Buy
90,749
+2,372
+3% +$587K 1.12% 17
2023
Q4
$21M Sell
88,377
-1,308
-1% -$289K 1.11% 18
2023
Q3
$19.1M Sell
89,685
-4,759
-5% -$1.05M 1.15% 18
2023
Q2
$20.8M Sell
94,444
-207
-0.2% -$43.2K 1.22% 14
2023
Q1
$19.3M Sell
94,651
-50,924
-35% -$10.2M 1.22% 13
2022
Q4
$27.8M Buy
145,575
+2,344
+2% +$452K 2.01% 8
2022
Q3
$25.7M Buy
143,231
+1,861
+1% +$371K 2.09% 7
2022
Q2
$26.7M Buy
141,370
+1,412
+1% +$290K 2.03% 7
2022
Q1
$31.9M Sell
139,958
-6,121
-4% -$1.38M 2.12% 6
2021
Q4
$35.7M Buy
146,079
+908
+0.6% +$214K 2.32% 5
2021
Q3
$32.2M Buy
145,171
+8,916
+7% +$2.03M 2.29% 6
2021
Q2
$30.9M Buy
136,255
+6,884
+5% +$1.49M 2.48% 5
2021
Q1
$26.7M Buy
129,371
+10,224
+9% +$2.07M 2.23% 6
2020
Q4
$23.2M Buy
119,147
+30,036
+34% +$5.49M 2.55% 7
2020
Q3
$15.2M Buy
89,111
+2,874
+3% +$483K 3.7% 7
2020
Q2
$13.5M Buy
86,237
+18,447
+27% +$2.72M 3.93% 6
2020
Q1
$8.74M Sell
67,790
-2,297
-3% -$355K 3.29% 8
2019
Q4
$11.5M Buy
+70,087
New +$11M 3.48% 8

Other funds holding VTI

Venture Visionary Partners's VTI Position: Q2 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.69% in Q2 2026, buying an estimated $203K and bringing the position to 82,317 shares worth $30.5M. The position accounts for 0.85% of the portfolio, ranked #21.

Venture Visionary Partners first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $35.7M in Q4 2021. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Venture Visionary Partners held 82,317 shares of Vanguard Morningstar Total Stock Market ETF worth $30.5M as of Q2 2026.
  • Venture Visionary Partners bought 567 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $203K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.85% of Venture Visionary Partners's portfolio in Q2 2026, its #21 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Venture Visionary Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $35.7M in Q4 2021.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.