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Todd Wealth Management, LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Todd Wealth Management, LLC’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 		$1.01M Buy
2,722
+8
+0.3% +$2.86K 0.76% 32
2026
Q1 		$871K Sell
2,714
-4
-0.1% -$1.34K 0.79% 35
2025
Q4 		$911K Buy
+2,718
New +$904K 0.82% 33

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Todd Wealth Management, LLC's VTI Position: Q2 2026 in Review

Todd Wealth Management, LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q2 2026, buying an estimated $2.86K and bringing the position to 2,722 shares worth $1.01M. The position accounts for 0.76% of the portfolio, ranked #32.

Todd Wealth Management, LLC first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Todd Wealth Management, LLC held 2,722 shares of Vanguard Morningstar Total Stock Market ETF worth $1.01M as of Q2 2026.
  • Todd Wealth Management, LLC bought 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.76% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #32 holding.
  • Todd Wealth Management, LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.