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BlueSky Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BlueSky Wealth Advisors’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 		$2.43M Sell
6,568
-626
-9% -$224K 0.28% 44
2026
Q1 		$2.31M Buy
7,194
+965
+15% +$324K 0.3% 42
2025
Q4 		$2.09M Hold
6,229
– – 0.28% 35
2025
Q3 		$2.04M Buy
6,229
+646
+12% +$204K 0.28% 34
2025
Q2 		$1.7M Sell
5,583
-285
-5% -$80.2K 0.25% 35
2025
Q1 		$1.61M Buy
5,868
+168
+3% +$48.8K 0.25% 36
2024
Q4 		$1.65M Hold
5,700
– – 0.26% 35
2024
Q3 		$1.61M Sell
5,700
-171
-3% -$46.6K 0.25% 36
2024
Q2 		$1.57M Buy
+5,871
New +$1.52M 0.26% 36
2024
Q1 		– Sell
-4,858
Closed -$1.15M – 64
2023
Q4 		$1.15M Sell
4,858
-394
-8% -$87.1K 0.21% 37
2023
Q3 		$1.12M Buy
5,252
+467
+10% +$103K 0.23% 37
2023
Q2 		$1.05M Sell
4,785
-20
-0.4% -$4.17K 0.21% 37
2023
Q1 		$981K Hold
4,805
– – 0.2% 38
2022
Q4 		$919K Sell
4,805
-2,826
-37% -$545K 0.2% 36
2022
Q3 		$1.37M Sell
7,631
-5,661
-43% -$1.13M 0.32% 33
2022
Q2 		$2.51M Buy
13,292
+4,869
+58% +$1M 0.56% 27
2022
Q1 		$1.92M Buy
8,423
+4,500
+115% +$1.01M 0.37% 33
2021
Q4 		$947K Sell
3,923
-328
-8% -$77.4K 0.18% 35
2021
Q3 		$944K Buy
4,251
+131
+3% +$29.9K 0.18% 33
2021
Q2 		$931K Buy
4,120
+1,035
+34% +$225K 0.18% 33
2021
Q1 		$661K Hold
3,085
– – 0.15% 33
2020
Q4 		$600K Hold
3,085
– – 0.14% 35
2020
Q3 		$552K Hold
3,085
– – 0.14% 34
2020
Q2 		$483K Hold
3,085
– – 0.14% 35
2020
Q1 		$398K Hold
3,085
– – 0.15% 38
2019
Q4 		$512K Hold
3,085
– – 0.17% 47
2019
Q3 		$457K Hold
3,085
– – 0.16% 47
2019
Q2 		$463K Hold
3,085
– – 0.16% 46
2019
Q1 		$454K Sell
3,085
-7,338
-70% -$1.02M 0.16% 44
2018
Q4 		$1.41M Hold
10,423
– – 0.55% 31
2018
Q3 		$1.53M Hold
10,423
– – 0.58% 26
2018
Q2 		$1.46M Buy
10,423
+172
+2% +$24K 0.56% 25
2018
Q1 		$1.39M Hold
10,251
– – 0.53% 26
2017
Q4 		$1.41M Hold
10,251
– – 0.58% 26
2017
Q3 		$1.33M Hold
10,251
– – 0.57% 25
2017
Q2 		$1.28M Sell
10,251
-1,162
-10% -$143K 0.59% 25
2017
Q1 		$1.39M Hold
11,413
– – 0.66% 25
2016
Q4 		$1.32M Buy
+11,413
New +$1.28M 0.65% 25

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

BlueSky Wealth Advisors's VTI Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.7% in Q2 2026, selling an estimated $224K and leaving 6,568 shares worth $2.43M. The position accounts for 0.28% of the portfolio, ranked #44.

BlueSky Wealth Advisors first reported a position in VTI in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.51M in Q2 2022. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • BlueSky Wealth Advisors held 6,568 shares of Vanguard Morningstar Total Stock Market ETF worth $2.43M as of Q2 2026.
  • BlueSky Wealth Advisors sold 626 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $224K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • BlueSky Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
  • BlueSky Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $2.51M in Q2 2022.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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