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Catalyst Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Catalyst Private Wealth’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 		$2.16M Buy
5,847
+66
+1% +$23.6K 1.04% 22
2026
Q1 		$1.85M Buy
5,781
+123
+2% +$41.3K 1% 23
2025
Q4 		$1.9M Buy
5,658
+32
+0.6% +$10.6K 0.83% 23
2025
Q3 		$1.85M Buy
5,626
+2
+0% +$632 0.81% 22
2025
Q2 		$1.71M Sell
5,624
-740
-12% -$208K 0.76% 23
2025
Q1 		$1.75M Buy
6,364
+1,306
+26% +$379K 0.85% 22
2024
Q4 		$1.47M Hold
5,058
– – 0.65% 26
2024
Q3 		$1.43M Hold
5,058
– – 0.7% 26
2024
Q2 		$1.35M Hold
5,058
– – 0.72% 26
2024
Q1 		$1.31M Sell
5,058
-390
-7% -$96.5K 0.69% 27
2023
Q4 		$1.29M Buy
5,448
+333
+7% +$73.6K 0.61% 30
2023
Q3 		$1.09M Hold
5,115
– – 0.64% 32
2023
Q2 		$1.13M Buy
5,115
+29
+0.6% +$6.05K 0.71% 31
2023
Q1 		$1.04M Sell
5,086
-101
-2% -$20.2K 0.72% 28
2022
Q4 		$992K Sell
5,187
-581
-10% -$112K 0.81% 27
2022
Q3 		$1.03M Sell
5,768
-38
-0.7% -$7.57K 0.78% 23
2022
Q2 		$1.09M Buy
5,806
+482
+9% +$99K 0.78% 25
2022
Q1 		$1.21M Buy
5,324
+67
+1% +$15.1K 0.61% 25
2021
Q4 		$1.27M Buy
5,257
+1,268
+32% +$299K 0.55% 21
2021
Q3 		$886K Sell
3,989
-120
-3% -$27.4K 0.38% 27
2021
Q2 		$915K Buy
4,109
+499
+14% +$108K 0.51% 22
2021
Q1 		$746K Sell
3,610
-9
-0.2% -$1.82K 0.52% 26
2020
Q4 		$704K Buy
3,619
+425
+13% +$77.7K 0.62% 24
2020
Q3 		$544K Buy
+3,194
New +$537K 0.53% 26

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

Catalyst Private Wealth's VTI Position: Q2 2026 in Review

Catalyst Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, buying an estimated $23.6K and bringing the position to 5,847 shares worth $2.16M. The position accounts for 1.04% of the portfolio, ranked #22.

Catalyst Private Wealth first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Catalyst Private Wealth held 5,847 shares of Vanguard Morningstar Total Stock Market ETF worth $2.16M as of Q2 2026.
  • Catalyst Private Wealth bought 66 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.04% of Catalyst Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Catalyst Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.