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

Apex 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	$10.2M	Buy	27,568 +2,523	+10%	+$902K	6.23%	3
2026 Q1	$8.03M	Buy	25,045 +13,574	+118%	+$4.55M	5.51%	5
2025 Q4	$3.92M	Sell	11,471 -7,802	-40%	-$2.6M	3.98%	10
2025 Q3	$6.32M	Buy	19,273 +1,859	+11%	+$587K	4.52%	7
2025 Q2	$5.29M	Buy	17,414 +7,043	+68%	+$1.98M	4.25%	8
2025 Q1	$2.85M	Buy	10,371 +865	+9%	+$251K	2.56%	14
2024 Q4	$2.76M	Buy	+9,506	New	+$2.77M	2.38%	16

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

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

Apex Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $902K and bringing the position to 27,568 shares worth $10.2M. The position accounts for 6.23% of the portfolio, ranked #3.

Apex Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Apex Wealth Management held 27,568 shares of Vanguard Morningstar Total Stock Market ETF worth $10.2M as of Q2 2026.
Apex Wealth Management bought 2,523 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $902K.
Vanguard Morningstar Total Stock Market ETF made up 6.23% of Apex Wealth Management's portfolio in Q2 2026, its #3 holding.
Apex Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.