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

Correct Capital 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	$293K	Buy	791 +25	+3%	+$8.94K	0.05%	94
2026 Q1	$246K	Sell	766 -1,146	-60%	-$384K	0.05%	99
2025 Q4	$641K	Buy	1,912 +1,164	+156%	+$387K	0.12%	69
2025 Q3	$246K	Buy	748 +2	+0.3%	+$632	0.04%	106
2025 Q2	$227K	Buy	+746	New	+$210K	0.03%	105
2025 Q1	–	Sell	-703	Closed	-$204K	–	118
2024 Q4	$204K	Sell	703 -79	-10%	-$23.1K	0.04%	112
2024 Q3	$221K	Buy	+782	New	+$213K	0.05%	113

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

Correct Capital Wealth Management's VTI Position: Q2 2026 in Review

Correct Capital Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, buying an estimated $8.94K and bringing the position to 791 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #94.

Correct Capital Wealth Management first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $641K in Q4 2025. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Correct Capital Wealth Management held 791 shares of Vanguard Morningstar Total Stock Market ETF worth $293K as of Q2 2026.
Correct Capital Wealth Management bought 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Correct Capital Wealth Management's portfolio in Q2 2026, its #94 holding.
Correct Capital Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
Correct Capital Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $641K in Q4 2025.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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