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

Fairway 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 		$4.54M Buy
12,258
+326
+3% +$117K 1.04% 20
2026
Q1 		$3.83M Buy
11,932
+56
+0.5% +$18.8K 1.01% 20
2025
Q4 		$3.98M Sell
11,876
-120
-1% -$39.9K 1.07% 20
2025
Q3 		$3.94M Buy
11,996
+1,500
+14% +$474K 1.1% 20
2025
Q2 		$3.19M Buy
10,496
+97
+0.9% +$27.3K 1.02% 21
2025
Q1 		$2.86M Buy
10,399
+7,175
+223% +$2.08M 1.06% 20
2024
Q4 		$934K Buy
3,224
+20
+0.6% +$5.83K 0.42% 32
2024
Q3 		$907K Buy
3,204
+2,158
+206% +$589K 0.46% 29
2024
Q2 		$280K Hold
1,046
– – 0.16% 42
2024
Q1 		$272K Buy
1,046
+4
+0.4% +$990 0.18% 40
2023
Q4 		$247K Buy
+1,042
New +$230K 0.19% 39

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

Fairway Wealth's VTI Position: Q2 2026 in Review

Fairway Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, buying an estimated $117K and bringing the position to 12,258 shares worth $4.54M. The position accounts for 1.04% of the portfolio, ranked #20.

Fairway Wealth first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fairway Wealth held 12,258 shares of Vanguard Morningstar Total Stock Market ETF worth $4.54M as of Q2 2026.
  • Fairway Wealth bought 326 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.04% of Fairway Wealth's portfolio in Q2 2026, its #20 holding.
  • Fairway Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.