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

Avid Wealth Partners’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 		$320K Buy
+866
New +$310K 0.16% 55

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

Avid Wealth Partners's VTI Position: Q2 2026 in Review

Avid Wealth Partners opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 866 shares worth $320K. The stake represents 0.16% of the portfolio and ranks #55 among its holdings.

2,290 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Avid Wealth Partners held 866 shares of Vanguard Morningstar Total Stock Market ETF worth $320K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Avid Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Avid Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • 2,290 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.