DiNuzzo Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DiNuzzo Private Wealth’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	$797K	Sell	2,155 -32	-1%	-$11.4K	0.08%	48
2026 Q1	$702K	Buy	2,187 +162	+8%	+$54.4K	0.08%	48
2025 Q4	$679K	Buy	2,025 +11	+0.5%	+$3.66K	0.07%	48
2025 Q3	$641K	Buy	2,014 +6	+0.3%	+$1.9K	0.07%	50
2025 Q2	$610K	Sell	2,008 -1	-0%	-$281	0.07%	51
2025 Q1	$552K	Buy	2,009 +8	+0.4%	+$2.32K	0.07%	49
2024 Q4	$580K	Buy	2,001 +16	+0.8%	+$4.67K	0.07%	49
2024 Q3	$562K	Buy	+1,985	New	+$541K	0.07%	49

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

DiNuzzo Private Wealth's VTI Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $11.4K and leaving 2,155 shares worth $797K. The position accounts for 0.08% of the portfolio, ranked #48.

DiNuzzo Private Wealth first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

DiNuzzo Private Wealth held 2,155 shares of Vanguard Morningstar Total Stock Market ETF worth $797K as of Q2 2026.
DiNuzzo Private Wealth sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #48 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.