Core Wealth Advisors (Florida)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Core Wealth Advisors (Florida)’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	$366K	Buy	988 +261	+36%	+$93.3K	0.07%	94
2026 Q1	$233K	Hold	727	–	–	0.06%	100
2025 Q4	$244K	Hold	727	–	–	0.06%	84
2025 Q3	$239K	Sell	727 -91	-11%	-$28.7K	0.06%	83
2025 Q2	$249K	Buy	+818	New	+$230K	0.07%	68
2024 Q2	–	Sell	-704	Closed	-$183K	–	233
2024 Q1	$183K	Sell	704 -13	-2%	-$3.22K	0.06%	57
2023 Q4	$170K	Hold	717	–	–	0.06%	52
2023 Q3	$152K	Sell	717 -140	-16%	-$31K	0.06%	51
2023 Q2	$189K	Sell	857 -96	-10%	-$20K	0.08%	47
2023 Q1	$195K	Sell	953 -47	-5%	-$9.41K	0.08%	48
2022 Q4	$191K	Hold	1,000	–	–	0.08%	42
2022 Q3	$179K	Buy	+1,000	New	+$199K	0.1%	37
2020 Q2	–	Sell	-16	Closed	-$2K	–	164
2020 Q1	$2K	Sell	16 -7	-30%	-$1.08K	﹤0.01%	137
2019 Q4	$4K	Buy	+23	New	+$3.6K	﹤0.01%	103

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

Core Wealth Advisors (Florida)'s VTI Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 36% in Q2 2026, buying an estimated $93.3K and bringing the position to 988 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #94.

Core Wealth Advisors (Florida) first reported a position in VTI in Q4 2019 and has held it in 14 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Core Wealth Advisors (Florida) held 988 shares of Vanguard Morningstar Total Stock Market ETF worth $366K as of Q2 2026.
Core Wealth Advisors (Florida) bought 261 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $93.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #94 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 14 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.