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

Activest 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	$226K	Buy	611 +5	+0.8%	+$1.79K	0.04%	118
2026 Q1	$194K	Buy	606 +252	+71%	+$84.5K	0.03%	156
2025 Q4	$119K	Sell	354 -15	-4%	-$4.99K	0.02%	202
2025 Q3	$121K	Buy	369 +87	+31%	+$27.5K	0.02%	162
2025 Q2	$85.8K	Hold	282	–	–	0.02%	155
2025 Q1	$77.6K	Hold	282	–	–	0.02%	153
2024 Q4	$81.8K	Hold	282	–	–	0.02%	139
2024 Q3	$79.9K	Hold	282	–	–	0.02%	139
2024 Q2	$75.5K	Hold	282	–	–	0.02%	140
2024 Q1	$73.4K	Sell	282 -112	-28%	-$27.7K	0.04%	92
2023 Q4	$93.5K	Hold	394	–	–	0.05%	62
2023 Q3	$83.7K	Buy	+394	New	+$87.2K	0.05%	68
2023 Q2	–	Sell	-394	Closed	-$79.2K	–	418
2023 Q1	$79.2K	Buy	+394	New	+$78.9K	0.05%	64
2022 Q3	–	Sell	-1,315	Closed	-$248K	–	613
2022 Q2	$248K	Hold	1,315	–	–	0.18%	41
2022 Q1	$299K	Sell	1,315 -6,656	-84%	-$1.5M	0.19%	42
2021 Q4	$1.92M	Buy	7,971 +1,734	+28%	+$409K	1.19%	13
2021 Q3	$1.39M	Hold	6,237	–	–	0.92%	12
2021 Q2	$1.39M	Sell	6,237 -898	-13%	-$195K	1.04%	11
2021 Q1	$1.48M	Buy	+7,135	New	+$1.44M	1.21%	13

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

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

Activest Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.83% in Q2 2026, buying an estimated $1.79K and bringing the position to 611 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #118.

Activest Wealth Management first reported a position in VTI in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2021. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Activest Wealth Management held 611 shares of Vanguard Morningstar Total Stock Market ETF worth $226K as of Q2 2026.
Activest Wealth Management bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Activest Wealth Management's portfolio in Q2 2026, its #118 holding.
Activest Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.92M in Q4 2021.
3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.