1776 Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

1776 Wealth’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	$1.7M	Sell	4,592 -519	-10%	-$186K	0.6%	34
2026 Q1	$1.64M	Sell	5,111 -6	-0.1%	-$2.01K	0.64%	28
2025 Q4	$1.72M	Sell	5,117 -65	-1%	-$21.6K	0.65%	30
2025 Q3	$1.7M	Hold	5,182	–	–	0.66%	27
2025 Q2	$1.57M	Sell	5,182 -65	-1%	-$18.3K	0.65%	28
2025 Q1	$1.44M	Buy	5,247 +656	+14%	+$191K	0.66%	30
2024 Q4	$1.33M	Hold	4,591	–	–	0.61%	32
2024 Q3	$1.3M	Hold	4,591	–	–	0.58%	34
2024 Q2	$1.23M	Buy	4,591 +500	+12%	+$129K	0.55%	33
2024 Q1	$1.06M	Hold	4,091	–	–	0.5%	38
2023 Q4	$970K	Hold	4,091	–	–	0.48%	37
2023 Q3	$869K	Hold	4,091	–	–	0.46%	40
2023 Q2	$901K	Hold	4,091	–	–	0.47%	36
2023 Q1	$835K	Buy	+4,091	New	+$819K	0.5%	34
2022 Q2	–	Sell	-1,017	Closed	-$232K	–	133
2022 Q1	$232K	Buy	+1,017	New	+$229K	0.13%	113

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1776 Wealth's VTI Position: Q2 2026 in Review

1776 Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, selling an estimated $186K and leaving 4,592 shares worth $1.7M. The position accounts for 0.6% of the portfolio, ranked #34.

1776 Wealth first reported a position in VTI in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

1776 Wealth held 4,592 shares of Vanguard Morningstar Total Stock Market ETF worth $1.7M as of Q2 2026.
1776 Wealth sold 519 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $186K.
Vanguard Morningstar Total Stock Market ETF made up 0.6% of 1776 Wealth's portfolio in Q2 2026, its #34 holding.
1776 Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 15 quarters since.
1776 Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.72M in Q4 2025.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.