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

Altus Wealth Group’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 		$1.52M Buy
4,101
+10
+0.2% +$3.58K 0.55% 31
2026
Q1 		$1.31M Buy
4,091
+14
+0.3% +$4.7K 0.54% 37
2025
Q4 		$1.37M Buy
4,077
+4
+0.1% +$1.33K 0.55% 36
2025
Q3 		$1.34M Buy
4,073
+1
+0% +$316 0.55% 38
2025
Q2 		$1.24M Buy
4,072
+404
+11% +$114K 0.55% 39
2025
Q1 		$1.01M Buy
3,668
+1,015
+38% +$295K 0.47% 43
2024
Q4 		$769K Buy
2,653
+3
+0.1% +$875 0.34% 66
2024
Q3 		$750K Sell
2,650
-232
-8% -$63.3K 0.32% 68
2024
Q2 		$771K Buy
2,882
+95
+3% +$24.6K 0.39% 61
2024
Q1 		$724K Buy
2,787
+143
+5% +$35.4K 0.36% 63
2023
Q4 		$627K Sell
2,644
-1
-0% -$221 0.35% 69
2023
Q3 		$562K Sell
2,645
-676
-20% -$150K 0.36% 69
2023
Q2 		$732K Sell
3,321
-75
-2% -$15.6K 0.45% 54
2023
Q1 		$693K Buy
3,396
+474
+16% +$94.9K 0.47% 55
2022
Q4 		$559K Buy
2,922
+409
+16% +$78.8K 0.42% 63
2022
Q3 		$558K Hold
2,513
– – 0.55% 51
2022
Q2 		$558K Sell
2,513
-487
-16% -$100K 0.55% 51
2022
Q1 		$683K Buy
3,000
+459
+18% +$103K 0.56% 41
2021
Q4 		$614K Buy
2,541
+28
+1% +$6.61K 0.51% 48
2021
Q3 		$558K Buy
2,513
+219
+10% +$49.9K 0.55% 51
2021
Q2 		$511K Buy
2,294
+277
+14% +$60.1K 0.5% 50
2021
Q1 		$435K Buy
2,017
+369
+22% +$74.7K 0.43% 57
2020
Q4 		$321K Buy
+1,648
New +$301K 0.31% 64

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Altus Wealth Group's VTI Position: Q2 2026 in Review

Altus Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, buying an estimated $3.58K and bringing the position to 4,101 shares worth $1.52M. The position accounts for 0.55% of the portfolio, ranked #31.

Altus Wealth Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Altus Wealth Group held 4,101 shares of Vanguard Morningstar Total Stock Market ETF worth $1.52M as of Q2 2026.
  • Altus Wealth Group bought 10 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.58K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.55% of Altus Wealth Group's portfolio in Q2 2026, its #31 holding.
  • Altus Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.