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

Balanced 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 		$3.06M Sell
8,261
-188
-2% -$67.2K 0.97% 25
2026
Q1 		$2.71M Buy
8,449
+4,193
+99% +$1.41M 0.97% 22
2025
Q4 		$1.4M Sell
4,256
-97
-2% -$32.3K 0.51% 24
2025
Q3 		$1.32M Buy
4,353
+134
+3% +$42.3K 0.58% 23
2025
Q2 		$1.31M Sell
4,219
-116
-3% -$32.6K 0.57% 22
2025
Q1 		$1.19M Buy
4,335
+21
+0.5% +$6.1K 0.58% 24
2024
Q4 		$1.29M Sell
4,314
-197
-4% -$57.5K 0.58% 23
2024
Q3 		$1.28M Sell
4,511
-677
-13% -$185K 0.57% 23
2024
Q2 		$1.39M Sell
5,188
-2,818
-35% -$729K 0.63% 24
2024
Q1 		$2.06M Sell
8,006
-10,036
-56% -$2.48M 0.92% 21
2023
Q4 		$4.28M Buy
+18,042
New +$3.99M 2.22% 12

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

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

Balanced Wealth Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, selling an estimated $67.2K and leaving 8,261 shares worth $3.06M. The position accounts for 0.97% of the portfolio, ranked #25.

Balanced Wealth Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28M in Q4 2023. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Balanced Wealth Group held 8,261 shares of Vanguard Morningstar Total Stock Market ETF worth $3.06M as of Q2 2026.
  • Balanced Wealth Group sold 188 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $67.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.97% of Balanced Wealth Group's portfolio in Q2 2026, its #25 holding.
  • Balanced Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's Vanguard Morningstar Total Stock Market ETF position peaked at $4.28M in Q4 2023.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.