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

Alteri 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 		$396K Sell
1,069
-81
-7% -$29K 0.11% 199
2026
Q1 		$369K Buy
1,150
+18
+2% +$6.04K 0.12% 202
2025
Q4 		$380K Buy
1,132
+30
+3% +$9.98K 0.12% 190
2025
Q3 		$362K Buy
1,102
+91
+9% +$28.7K 0.12% 187
2025
Q2 		$307K Sell
1,011
-27
-3% -$7.59K 0.12% 195
2025
Q1 		$285K Buy
1,038
+69
+7% +$20K 0.13% 190
2024
Q4 		$281K Buy
+969
New +$283K 0.08% 190

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Alteri Wealth's VTI Position: Q2 2026 in Review

Alteri Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7% in Q2 2026, selling an estimated $29K and leaving 1,069 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #199.

Alteri Wealth first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Alteri Wealth held 1,069 shares of Vanguard Morningstar Total Stock Market ETF worth $396K as of Q2 2026.
  • Alteri Wealth sold 81 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $29K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #199 holding.
  • Alteri Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.