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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$768K Buy
2,074
+164
+9% +$58.6K 0.35% 74
2026
Q1
$613K Buy
+1,910
New +$641K 0.31% 61

Other funds holding VTI

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

Exit Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.6% in Q2 2026, buying an estimated $58.6K and bringing the position to 2,074 shares worth $768K. The position accounts for 0.35% of the portfolio, ranked #74.

Exit Wealth Advisors first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Exit Wealth Advisors held 2,074 shares of Vanguard Morningstar Total Stock Market ETF worth $768K as of Q2 2026.
  • Exit Wealth Advisors bought 164 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $58.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Exit Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Exit Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.