White Lighthouse Investment Management’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 | $4.99M | Sell |
13,481
-217
| -2% | -$77.6K | 0.62% | 30 |
|
|
2026
Q1 | $4.39M | Buy |
13,698
+378
| +3% | +$127K | 0.61% | 31 |
|
|
2025
Q4 | $4.47M | Sell |
13,320
-54
| -0.4% | -$18K | 0.62% | 30 |
|
|
2025
Q3 | $4.39M | Sell |
13,374
-103
| -0.8% | -$32.5K | 0.67% | 29 |
|
|
2025
Q2 | $4.1M | Buy |
13,477
+167
| +1% | +$47K | 0.67% | 30 |
|
|
2025
Q1 | $3.66M | Buy |
13,310
+2,834
| +27% | +$823K | 0.65% | 32 |
|
|
2024
Q4 | $3.04M | Sell |
10,476
-313
| -3% | -$91.3K | 0.53% | 36 |
|
|
2024
Q3 | $3.06M | Buy |
10,789
+308
| +3% | +$84K | 0.55% | 35 |
|
|
2024
Q2 | $2.8M | Buy |
10,481
+392
| +4% | +$101K | 0.54% | 36 |
|
|
2024
Q1 | $2.62M | Sell |
10,089
-632
| -6% | -$156K | 0.53% | 36 |
|
|
2023
Q4 | $2.54M | Buy |
10,721
+204
| +2% | +$45.1K | 0.56% | 35 |
|
|
2023
Q3 | $2.23M | Sell |
10,517
-284
| -3% | -$62.9K | 0.54% | 35 |
|
|
2023
Q2 | $2.38M | Sell |
10,801
-43
| -0.4% | -$8.97K | 0.57% | 35 |
|
|
2023
Q1 | $2.21M | Buy |
10,844
+4,125
| +61% | +$826K | 0.56% | 36 |
|
|
2022
Q4 | $1.28M | Buy |
6,719
+902
| +16% | +$174K | 0.35% | 49 |
|
|
2022
Q3 | $1.04M | Buy |
5,817
+163
| +3% | +$32.5K | 0.3% | 54 |
|
|
2022
Q2 | $1.07M | Sell |
5,654
-12
| -0.2% | -$2.46K | 0.31% | 55 |
|
|
2022
Q1 | $1.29M | Sell |
5,666
-20
| -0.4% | -$4.5K | 0.33% | 53 |
|
|
2021
Q4 | $1.37M | Buy |
5,686
+79
| +1% | +$18.6K | 0.34% | 53 |
|
|
2021
Q3 | $1.25M | Hold |
5,607
| – | – | 0.33% | 54 |
|
|
2021
Q2 | $1.25M | Sell |
5,607
-272
| -5% | -$59K | 0.34% | 54 |
|
|
2021
Q1 | $1.22M | Buy |
5,879
+45
| +0.8% | +$9.11K | 0.37% | 51 |
|
|
2020
Q4 | $1.14M | Sell |
5,834
-1,812
| -24% | -$331K | 0.36% | 55 |
|
|
2020
Q3 | $1.3M | Sell |
7,646
-359
| -4% | -$60.4K | 0.45% | 49 |
|
|
2020
Q2 | $1.25M | Sell |
8,005
-392
| -5% | -$57.8K | 0.46% | 47 |
|
|
2020
Q1 | $1.08M | Buy |
8,397
+830
| +11% | +$128K | 0.45% | 48 |
|
|
2019
Q4 | $1.24M | Buy |
7,567
+67
| +0.9% | +$10.5K | 0.45% | 47 |
|
|
2019
Q3 | $1.13M | Buy |
7,500
+716
| +11% | +$108K | 0.46% | 47 |
|
|
2019
Q2 | $1.02M | Hold |
6,784
| – | – | 0.42% | 50 |
|
|
2019
Q1 | $982K | Sell |
6,784
-2,610
| -28% | -$364K | 0.45% | 50 |
|
|
2018
Q4 | $1.2M | Buy |
9,394
+333
| +4% | +$46K | 0.66% | 39 |
|
|
2018
Q3 | $1.36M | Buy |
9,061
+43
| +0.5% | +$6.33K | 0.69% | 36 |
|
|
2018
Q2 | $1.27M | Sell |
9,018
-3,098
| -26% | -$432K | 0.7% | 35 |
|
|
2018
Q1 | $1.64M | Sell |
12,116
-395
| -3% | -$55.4K | 0.94% | 26 |
|
|
2017
Q4 | $1.72M | Buy |
+12,511
| New | +$1.67M | 0.99% | 25 |
|
Other funds holding VTI
RIM
WI
White Lighthouse Investment Management's VTI Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $77.6K and leaving 13,481 shares worth $4.99M. The position accounts for 0.62% of the portfolio, ranked #30.
White Lighthouse Investment Management first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- White Lighthouse Investment Management held 13,481 shares of Vanguard Morningstar Total Stock Market ETF worth $4.99M as of Q2 2026.
- White Lighthouse Investment Management sold 217 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $77.6K.
- Vanguard Morningstar Total Stock Market ETF made up 0.62% of White Lighthouse Investment Management's portfolio in Q2 2026, its #30 holding.
- White Lighthouse Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.