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Walkner Condon Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Walkner Condon Financial Advisors’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 		$5.12M Buy
13,842
+3,056
+28% +$1.09M 0.59% 38
2026
Q1 		$3.46M Buy
10,786
+98
+0.9% +$32.9K 0.46% 51
2025
Q4 		$3.58M Sell
10,688
-486
-4% -$162K 0.5% 45
2025
Q3 		$3.67M Buy
11,174
+1
+0% +$316 0.58% 41
2025
Q2 		$3.4M Buy
11,173
+3,427
+44% +$964K 0.62% 37
2025
Q1 		$2.13M Buy
7,746
+960
+14% +$279K 0.43% 60
2024
Q4 		$1.97M Sell
6,786
-123
-2% -$35.9K 0.4% 59
2024
Q3 		$1.96M Buy
6,909
+6
+0.1% +$1.64K 0.4% 58
2024
Q2 		$1.85M Buy
6,903
+178
+3% +$46.1K 0.4% 61
2024
Q1 		$1.75M Sell
6,725
-85
-1% -$21K 0.37% 67
2023
Q4 		$1.62M Sell
6,810
-362
-5% -$80K 0.37% 68
2023
Q3 		$1.52M Buy
7,172
+2,532
+55% +$560K 0.4% 64
2023
Q2 		$1.02M Buy
4,640
+1,455
+46% +$303K 0.27% 83
2023
Q1 		$650K Buy
3,185
+22
+0.7% +$4.4K 0.18% 108
2022
Q4 		$605K Buy
3,163
+124
+4% +$23.9K 0.18% 107
2022
Q3 		$545K Buy
3,039
+499
+20% +$99.5K 0.18% 109
2022
Q2 		$479K Buy
2,540
+443
+21% +$91K 0.15% 123
2022
Q1 		$478K Sell
2,097
-152
-7% -$34.2K 0.14% 135
2021
Q4 		$543K Buy
2,249
+147
+7% +$34.7K 0.35% 66
2021
Q3 		$466K Buy
2,102
+137
+7% +$31.2K 0.23% 88
2021
Q2 		$438K Sell
1,965
-118
-6% -$25.6K 0.16% 108
2021
Q1 		$431K Buy
2,083
+645
+45% +$131K 0.17% 107
2020
Q4 		$280K Buy
1,438
+210
+17% +$38.4K 0.12% 111
2020
Q3 		$209K Buy
+1,228
New +$207K 0.11% 118

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

Walkner Condon Financial Advisors's VTI Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q2 2026, buying an estimated $1.09M and bringing the position to 13,842 shares worth $5.12M. The position accounts for 0.59% of the portfolio, ranked #38.

Walkner Condon Financial Advisors first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Walkner Condon Financial Advisors held 13,842 shares of Vanguard Morningstar Total Stock Market ETF worth $5.12M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 3,056 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.09M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.