BetterWealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BetterWealth’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	$667K	Hold	1,802	–	–	0.12%	45
2026 Q1	$578K	Buy	+1,802	New	+$605K	0.11%	41
2025 Q3	–	Sell	-1,290	Closed	-$392K	–	73
2025 Q2	$392K	Sell	1,290 -210	-14%	-$59.1K	0.1%	39
2025 Q1	$412K	Hold	1,500	–	–	0.12%	38
2024 Q4	$435K	Buy	1,500 +2	+0.1%	+$584	0.12%	43
2024 Q3	$424K	Hold	1,498	–	–	0.13%	41
2024 Q2	$401K	Buy	1,498 +28	+2%	+$7.25K	0.13%	40
2024 Q1	$382K	Sell	1,470 -980	-40%	-$242K	0.12%	45
2023 Q4	$581K	Buy	2,450 +1,400	+133%	+$310K	0.2%	34
2023 Q3	$223K	Buy	+1,050	New	+$232K	0.09%	46

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

BetterWealth's VTI Position: Q2 2026 in Review

BetterWealth held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,802 shares worth $667K. The position accounts for 0.12% of the portfolio, ranked #45.

BetterWealth first reported a position in VTI in Q3 2023 and has held it in 10 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BetterWealth held 1,802 shares of Vanguard Morningstar Total Stock Market ETF worth $667K as of Q2 2026.
BetterWealth left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of BetterWealth's portfolio in Q2 2026, its #45 holding.
BetterWealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 10 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.