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

49 Wealth Management’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	$665K	Sell	1,797 -6,700	-79%	-$2.4M	0.13%	90
2026 Q1	$2.73M	Buy	8,497 +629	+8%	+$211K	0.2%	35
2025 Q4	$2.64M	Buy	7,868 +4,825	+159%	+$1.61M	0.21%	41
2025 Q3	$999K	Buy	3,043 +2,246	+282%	+$709K	0.09%	60
2025 Q2	$242K	Sell	797 -71	-8%	-$20K	0.03%	154
2025 Q1	$239K	Buy	868 +163	+23%	+$47.4K	0.03%	156
2024 Q4	$204K	Sell	705 -163	-19%	-$47.6K	0.03%	159
2024 Q3	$246K	Sell	868 -943	-52%	-$257K	0.04%	141
2024 Q2	$485K	Buy	1,811 +404	+29%	+$105K	0.1%	85
2024 Q1	$365K	Buy	1,407 +378	+37%	+$93.5K	0.08%	79
2023 Q4	$244K	Buy	+1,029	New	+$227K	0.06%	98

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

49 Wealth Management's VTI Position: Q2 2026 in Review

49 Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 79% in Q2 2026, selling an estimated $2.4M and leaving 1,797 shares worth $665K. The position accounts for 0.13% of the portfolio, ranked #90.

49 Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q1 2026. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

49 Wealth Management held 1,797 shares of Vanguard Morningstar Total Stock Market ETF worth $665K as of Q2 2026.
49 Wealth Management sold 6,700 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.4M.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of 49 Wealth Management's portfolio in Q2 2026, its #90 holding.
49 Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
49 Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.73M in Q1 2026.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.