Catalyst Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Catalyst Financial 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	$5.16M	Buy	13,933 +1,804	+15%	+$645K	0.51%	34
2026 Q1	$3.89M	Buy	12,129 +1,214	+11%	+$407K	0.46%	32
2025 Q4	$3.66M	Buy	10,915 +197	+2%	+$65.5K	0.41%	30
2025 Q3	$3.52M	Sell	10,718 -22	-0.2%	-$6.95K	0.42%	30
2025 Q2	$3.26M	Buy	10,740 +1,293	+14%	+$364K	0.36%	31
2025 Q1	$2.6M	Sell	9,447 -511	-5%	-$148K	0.48%	31
2024 Q4	$2.89M	Buy	9,958 +845	+9%	+$247K	0.54%	29
2024 Q3	$2.58M	Buy	9,113 +85	+0.9%	+$23.2K	0.5%	30
2024 Q2	$2.42M	Buy	9,028 +7,008	+347%	+$1.81M	0.53%	28
2024 Q1	$500K	Buy	+2,020	New	+$500K	0.13%	107

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

Catalyst Financial Partners's VTI Position: Q2 2026 in Review

Catalyst Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $645K and bringing the position to 13,933 shares worth $5.16M. The position accounts for 0.51% of the portfolio, ranked #34.

Catalyst Financial Partners first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Catalyst Financial Partners held 13,933 shares of Vanguard Morningstar Total Stock Market ETF worth $5.16M as of Q2 2026.
Catalyst Financial Partners bought 1,804 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $645K.
Vanguard Morningstar Total Stock Market ETF made up 0.51% of Catalyst Financial Partners's portfolio in Q2 2026, its #34 holding.
Catalyst Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 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 Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.