CWM
VTI icon

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

Copia Wealth Management’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 		$252K Hold
681
– – 0.15% 100
2026
Q1 		$218K Buy
681
+83
+14% +$27.8K 0.15% 102
2025
Q4 		$200K Sell
598
-5
-0.8% -$1.66K 0.14% 101
2025
Q3 		$198K Sell
603
-50
-8% -$15.8K 0.15% 95
2025
Q2 		$198K Hold
653
– – 0.17% 90
2025
Q1 		$179K Hold
653
– – 0.17% 94
2024
Q4 		$189K Buy
+653
New +$191K 0.18% 83

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

Copia Wealth Management's VTI Position: Q2 2026 in Review

Copia Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 681 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #100.

Copia Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Copia Wealth Management held 681 shares of Vanguard Morningstar Total Stock Market ETF worth $252K as of Q2 2026.
  • Copia Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Copia Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Copia Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.