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

Verum Partners’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 		$5.71M Sell
15,436
-1,435
-9% -$513K 0.85% 23
2026
Q1 		$5.41M Buy
16,871
+1,774
+12% +$595K 1.03% 22
2025
Q4 		$5.06M Sell
15,097
-501
-3% -$167K 1.02% 22
2025
Q3 		$5.12M Sell
15,598
-489
-3% -$154K 1.09% 22
2025
Q2 		$4.89M Buy
16,087
+15,038
+1,434% +$4.23M 1.13% 20
2025
Q1 		$288K Buy
1,049
+133
+15% +$38.6K 0.08% 125
2024
Q4 		$266K Sell
916
-16
-2% -$4.67K 0.08% 138
2024
Q3 		$264K Sell
932
-138
-13% -$37.6K 0.08% 136
2024
Q2 		$286K Buy
1,070
+51
+5% +$13.2K 0.09% 119
2024
Q1 		$265K Sell
1,019
-1,077
-51% -$266K 0.09% 128
2023
Q4 		$497K Buy
2,096
+690
+49% +$153K 0.2% 77
2023
Q3 		$299K Buy
1,406
+296
+27% +$65.5K 0.13% 104
2023
Q2 		$245K Hold
1,110
– – 0.22% 84
2023
Q1 		$227K Sell
1,110
-2
-0.2% -$400 0.24% 60
2022
Q4 		$213K Buy
+1,112
New +$214K 0.26% 69

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Verum Partners's VTI Position: Q2 2026 in Review

Verum Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.5% in Q2 2026, selling an estimated $513K and leaving 15,436 shares worth $5.71M. The position accounts for 0.85% of the portfolio, ranked #23.

Verum Partners first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Verum Partners held 15,436 shares of Vanguard Morningstar Total Stock Market ETF worth $5.71M as of Q2 2026.
  • Verum Partners sold 1,435 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $513K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.85% of Verum Partners's portfolio in Q2 2026, its #23 holding.
  • Verum Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.