180 Wealth Advisors’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 | $3.03M | Sell |
8,187
-780
| -9% | -$279K | 0.3% | 85 |
|
|
2026
Q1 | $2.88M | Sell |
8,967
-57
| -0.6% | -$19.1K | 0.33% | 81 |
|
|
2025
Q4 | $3.03M | Sell |
9,024
-551
| -6% | -$183K | 0.34% | 67 |
|
|
2025
Q3 | $3.14M | Sell |
9,575
-112
| -1% | -$35.4K | 0.38% | 62 |
|
|
2025
Q2 | $2.94M | Sell |
9,687
-69
| -0.7% | -$19.4K | 0.41% | 58 |
|
|
2025
Q1 | $2.68M | Sell |
9,756
-254
| -3% | -$73.8K | 0.43% | 62 |
|
|
2024
Q4 | $2.9M | Sell |
10,010
-133
| -1% | -$38.8K | 0.45% | 50 |
|
|
2024
Q3 | $2.87M | Sell |
10,143
-353
| -3% | -$96.3K | 0.45% | 56 |
|
|
2024
Q2 | $2.87M | Sell |
10,496
-115
| -1% | -$29.8K | 0.47% | 52 |
|
|
2024
Q1 | $2.76M | Buy |
10,611
+659
| +7% | +$163K | 0.5% | 53 |
|
|
2023
Q4 | $2.35M | Buy |
9,952
+9
| +0.1% | +$1.99K | 0.47% | 56 |
|
|
2023
Q3 | $2.11M | Sell |
9,943
-44
| -0.4% | -$9.74K | 0.48% | 58 |
|
|
2023
Q2 | $2.21M | Sell |
9,987
-98
| -1% | -$20.4K | 0.48% | 55 |
|
|
2023
Q1 | $2.06M | Buy |
10,085
+509
| +5% | +$102K | 0.48% | 60 |
|
|
2022
Q4 | $1.94M | Buy |
9,576
+32
| +0.3% | +$6.17K | 0.46% | 66 |
|
|
2022
Q3 | $1.71M | Buy |
9,544
+85
| +0.9% | +$16.9K | 0.47% | 63 |
|
|
2022
Q2 | $1.8M | Sell |
9,459
-203
| -2% | -$41.7K | 0.46% | 66 |
|
|
2022
Q1 | $2.17M | Sell |
9,662
-70
| -0.7% | -$15.7K | 0.47% | 58 |
|
|
2021
Q4 | $2.15M | Sell |
9,732
-494
| -5% | -$117K | 0.48% | 59 |
|
|
2021
Q3 | $2.36M | Sell |
10,226
-312
| -3% | -$71.1K | 0.52% | 48 |
|
|
2021
Q2 | $2.41M | Buy |
10,538
+391
| +4% | +$84.9K | 0.55% | 42 |
|
|
2021
Q1 | $2.18M | Sell |
10,147
-322
| -3% | -$65.2K | 0.54% | 46 |
|
|
2020
Q4 | $2.08M | Buy |
10,469
+190
| +2% | +$34.7K | 0.6% | 39 |
|
|
2020
Q3 | $1.8M | Sell |
10,279
-205
| -2% | -$34.5K | 0.68% | 32 |
|
|
2020
Q2 | $1.71M | Sell |
10,484
-162
| -2% | -$23.9K | 0.68% | 32 |
|
|
2020
Q1 | $1.34M | Buy |
10,646
+3,427
| +47% | +$530K | 0.69% | 32 |
|
|
2019
Q4 | $1.21M | Buy |
7,219
+316
| +5% | +$49.5K | 0.48% | 56 |
|
|
2019
Q3 | $1.04M | Buy |
6,903
+704
| +11% | +$106K | 0.46% | 58 |
|
|
2019
Q2 | $935K | Buy |
6,199
+1,563
| +34% | +$230K | 0.42% | 62 |
|
|
2019
Q1 | $684K | Buy |
4,636
+187
| +4% | +$26.1K | 0.31% | 87 |
|
|
2018
Q4 | $666K | Hold |
4,449
| – | – | 0.31% | 98 |
|
|
2018
Q3 | $666K | Buy |
4,449
+5
| +0.1% | +$736 | 0.31% | 99 |
|
|
2018
Q2 | $624K | Buy |
4,444
+595
| +15% | +$83K | 0.31% | 96 |
|
|
2018
Q1 | $522K | Buy |
3,849
+185
| +5% | +$25.9K | 0.27% | 112 |
|
|
2017
Q4 | $503K | Buy |
+3,664
| New | +$490K | 0.26% | 113 |
|
Other funds holding VTI
RIM
WI
180 Wealth Advisors's VTI Position: Q2 2026 in Review
180 Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.7% in Q2 2026, selling an estimated $279K and leaving 8,187 shares worth $3.03M. The position accounts for 0.3% of the portfolio, ranked #85.
180 Wealth Advisors first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.14M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- 180 Wealth Advisors held 8,187 shares of Vanguard Morningstar Total Stock Market ETF worth $3.03M as of Q2 2026.
- 180 Wealth Advisors sold 780 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $279K.
- Vanguard Morningstar Total Stock Market ETF made up 0.3% of 180 Wealth Advisors's portfolio in Q2 2026, its #85 holding.
- 180 Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.14M in Q3 2025.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.