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

Channel 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	$1.05M	Sell	2,848 -88	-3%	-$31.5K	0.24%	73
2026 Q1	$942K	Sell	2,936 -15	-0.5%	-$5.03K	0.23%	73
2025 Q4	$989K	Buy	2,951 +2	+0.1%	+$665	0.25%	67
2025 Q3	$968K	Buy	2,949 +3	+0.1%	+$948	0.26%	65
2025 Q2	$895K	Buy	2,946 +2	+0.1%	+$563	0.25%	67
2025 Q1	$809K	Hold	2,944	–	–	0.25%	72
2024 Q4	$853K	Buy	2,944 +35	+1%	+$10.2K	0.28%	66
2024 Q3	$824K	Hold	2,909	–	–	0.27%	67
2024 Q2	$778K	Sell	2,909 -34	-1%	-$8.8K	0.28%	71
2024 Q1	$765K	Buy	2,943 +56	+2%	+$13.9K	0.31%	68
2023 Q4	$685K	Sell	2,887 -485	-14%	-$107K	0.32%	73
2023 Q3	$716K	Buy	3,372 +371	+12%	+$82.1K	0.4%	72
2023 Q2	$661K	Hold	3,001	–	–	0.38%	84
2023 Q1	$613K	Buy	+3,001	New	+$601K	0.39%	81

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

Channel Wealth's VTI Position: Q2 2026 in Review

Channel Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $31.5K and leaving 2,848 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #73.

Channel Wealth first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Channel Wealth held 2,848 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q2 2026.
Channel Wealth sold 88 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.24% of Channel Wealth's portfolio in Q2 2026, its #73 holding.
Channel Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.