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

Diversify 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	$23.4M	Buy	64,154 +8,233	+15%	+$2.94M	0.39%	46
2026 Q1	$19.6M	Buy	55,921 +35,135	+169%	+$11.8M	0.35%	56
2025 Q4	$7.12M	Buy	20,786 +15,928	+328%	+$5.3M	0.33%	75
2025 Q3	$1.63M	Sell	4,858 -455	-9%	-$144K	0.09%	204
2025 Q2	$1.68M	Sell	5,313 -1,399	-21%	-$393K	0.1%	196
2025 Q1	$1.83M	Sell	6,712 -522	-7%	-$152K	0.14%	174
2024 Q4	$2.08M	Buy	7,234 +953	+15%	+$278K	0.16%	151
2024 Q3	$1.79M	Buy	6,281 +796	+15%	+$217K	0.17%	145
2024 Q2	$1.4M	Buy	+5,485	New	+$1.42M	0.17%	131

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

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

Diversify Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $2.94M and bringing the position to 64,154 shares worth $23.4M. The position accounts for 0.39% of the portfolio, ranked #46.

Diversify Wealth Management first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Diversify Wealth Management held 64,154 shares of Vanguard Morningstar Total Stock Market ETF worth $23.4M as of Q2 2026.
Diversify Wealth Management bought 8,233 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.94M.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Diversify Wealth Management's portfolio in Q2 2026, its #46 holding.
Diversify Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.