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

Axis 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	$419K	Sell	1,133 -144	-11%	-$51.5K	0.2%	119
2026 Q1	$410K	Sell	1,277 -83	-6%	-$27.8K	0.22%	117
2025 Q4	$456K	Buy	1,360 +67	+5%	+$22.3K	0.25%	111
2025 Q3	$424K	Hold	1,293	–	–	0.25%	107
2025 Q2	$393K	Sell	1,293 -201	-13%	-$56.5K	0.26%	102
2025 Q1	$411K	Buy	1,494 +27	+2%	+$7.84K	0.3%	91
2024 Q4	$425K	Buy	+1,467	New	+$428K	0.36%	84

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

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

Axis Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $51.5K and leaving 1,133 shares worth $419K. The position accounts for 0.2% of the portfolio, ranked #119.

Axis Wealth Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Axis Wealth Partners held 1,133 shares of Vanguard Morningstar Total Stock Market ETF worth $419K as of Q2 2026.
Axis Wealth Partners sold 144 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $51.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of Axis Wealth Partners's portfolio in Q2 2026, its #119 holding.
Axis Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $456K in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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