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

Concord Wealth 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 		$2.26M Buy
6,119
+728
+14% +$260K 0.26% 91
2026
Q1 		$1.73M Sell
5,391
-14
-0.3% -$4.7K 0.22% 98
2025
Q4 		$1.81M Sell
5,405
-221
-4% -$73.5K 0.24% 94
2025
Q3 		$1.85M Buy
5,626
+108
+2% +$34.1K 0.25% 90
2025
Q2 		$1.68M Sell
5,518
-72
-1% -$20.3K 0.24% 96
2025
Q1 		$1.54M Sell
5,590
-204
-4% -$59.3K 0.25% 93
2024
Q4 		$1.68M Buy
5,794
+102
+2% +$29.8K 0.28% 76
2024
Q3 		$1.61M Sell
5,692
-285
-5% -$77.7K 0.27% 76
2024
Q2 		$1.6M Sell
5,977
-73
-1% -$18.9K 0.28% 73
2024
Q1 		$1.57M Buy
6,050
+7
+0.1% +$1.73K 0.28% 75
2023
Q4 		$1.43M Sell
6,043
-222
-4% -$49.1K 0.29% 77
2023
Q3 		$1.33M Buy
6,265
+106
+2% +$23.5K 0.28% 63
2023
Q2 		$1.36M Sell
6,159
-397
-6% -$82.8K 0.29% 57
2023
Q1 		$1.34M Sell
6,556
-1,146
-15% -$229K 0.38% 40
2022
Q4 		$1.47M Sell
7,702
-6
-0.1% -$1.16K 0.44% 37
2022
Q3 		$1.38M Buy
7,708
+886
+13% +$177K 0.44% 40
2022
Q2 		$1.29M Buy
6,822
+1,209
+22% +$248K 0.35% 42
2022
Q1 		$1.28M Sell
5,613
-160
-3% -$36K 0.33% 40
2021
Q4 		$1.39M Buy
5,773
+5,619
+3,649% +$1.33M 0.34% 35
2021
Q3 		$34K Sell
154
-5
-3% -$1.14K 0.01% 284
2021
Q2 		$35K Sell
159
-3
-2% -$651 0.01% 404
2021
Q1 		$33K Sell
162
-277
-63% -$56K 0.01% 403
2020
Q4 		$85K Buy
+439
New +$80.2K 0.07% 146

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's VTI Position: Q2 2026 in Review

Concord Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $260K and bringing the position to 6,119 shares worth $2.26M. The position accounts for 0.26% of the portfolio, ranked #91.

Concord Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Concord Wealth Partners held 6,119 shares of Vanguard Morningstar Total Stock Market ETF worth $2.26M as of Q2 2026.
  • Concord Wealth Partners bought 728 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $260K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Concord Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Concord Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.