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

Crux Wealth Advisors’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	$2.08M	Sell	5,615 -252	-4%	-$90.1K	0.72%	41
2026 Q1	$1.88M	Sell	5,867 -368	-6%	-$123K	0.72%	41
2025 Q4	$2.09M	Sell	6,235 -3,806	-38%	-$1.27M	0.78%	39
2025 Q3	$3.3M	Sell	10,041 -71	-0.7%	-$22.4K	1.31%	19
2025 Q2	$3.07M	Sell	10,112 -1,964	-16%	-$552K	1.31%	18
2025 Q1	$3.32M	Sell	12,076 -653	-5%	-$190K	1.73%	12
2024 Q4	$3.69M	Buy	+12,729	New	+$3.71M	2.05%	10

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

Crux Wealth Advisors's VTI Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q2 2026, selling an estimated $90.1K and leaving 5,615 shares worth $2.08M. The position accounts for 0.72% of the portfolio, ranked #41.

Crux Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.69M in Q4 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Crux Wealth Advisors held 5,615 shares of Vanguard Morningstar Total Stock Market ETF worth $2.08M as of Q2 2026.
Crux Wealth Advisors sold 252 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $90.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.72% of Crux Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Crux Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.69M in Q4 2024.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.