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

Angeles 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	$19.4M	Buy	52,400 +295	+0.6%	+$105K	0.89%	21
2026 Q1	$16.7M	Sell	52,105 -4,201	-7%	-$1.41M	0.91%	20
2025 Q4	$18.9M	Buy	56,306 +1,712	+3%	+$570K	1.04%	17
2025 Q3	$17.9M	Sell	54,594 -41	-0.1%	-$13K	1.1%	18
2025 Q2	$16.6M	Buy	54,635 +10,124	+23%	+$2.85M	1.14%	18
2025 Q1	$12.2M	Sell	44,511 -78	-0.2%	-$22.7K	1.02%	18
2024 Q4	$12.9M	Buy	44,589 +111	+0.2%	+$32.4K	1.07%	17
2024 Q3	$12.6M	Sell	44,478 -219	-0.5%	-$59.7K	1.08%	18
2024 Q2	$12M	Sell	44,697 -29	-0.1%	-$7.51K	1.12%	20
2024 Q1	$11.6M	Sell	44,726 -840	-2%	-$208K	1.16%	20
2023 Q4	$10.8M	Buy	45,566 +1,006	+2%	+$222K	1.32%	18
2023 Q3	$9.46M	Sell	44,560 -450	-1%	-$99.6K	1.34%	19
2023 Q2	$9.91M	Sell	45,010 -462	-1%	-$96.4K	1.35%	19
2023 Q1	$9.28M	Sell	45,472 -510	-1%	-$102K	1.38%	20
2022 Q4	$8.79M	Buy	45,982 +249	+0.5%	+$48K	1.54%	19
2022 Q3	$8.21M	Sell	45,733 -2,550	-5%	-$508K	1.63%	17
2022 Q2	$9.11M	Sell	48,283 -50	-0.1%	-$10.3K	1.82%	17
2022 Q1	$11M	Buy	+48,333	New	+$10.9M	2.08%	12

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

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

Angeles Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.57% in Q2 2026, buying an estimated $105K and bringing the position to 52,400 shares worth $19.4M. The position accounts for 0.89% of the portfolio, ranked #21.

Angeles Wealth Management first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Angeles Wealth Management held 52,400 shares of Vanguard Morningstar Total Stock Market ETF worth $19.4M as of Q2 2026.
Angeles Wealth Management bought 295 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $105K.
Vanguard Morningstar Total Stock Market ETF made up 0.89% of Angeles Wealth Management's portfolio in Q2 2026, its #21 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.