FWP
VTI icon

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

Family Wealth Partners’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 		$10.9M Sell
29,367
-118
-0.4% -$42.2K 3.34% 11
2026
Q1 		$9.46M Sell
29,485
-148
-0.5% -$49.7K 3.23% 12
2025
Q4 		$9.93M Sell
29,633
-340
-1% -$113K 3.58% 8
2025
Q3 		$9.84M Buy
29,973
+225
+0.8% +$71.1K 3.69% 9
2025
Q2 		$9.04M Buy
29,748
+8,126
+38% +$2.29M 3.62% 10
2025
Q1 		$5.94M Sell
21,622
-549
-2% -$159K 2.71% 13
2024
Q4 		$6.43M Sell
22,171
-624
-3% -$182K 3.05% 13
2024
Q3 		$6.45M Sell
22,795
-308
-1% -$84K 3.3% 8
2024
Q2 		$6.18M Buy
23,103
+1,984
+9% +$514K 3.21% 7
2024
Q1 		$5.49M Sell
21,119
-2,805
-12% -$694K 3.11% 6
2023
Q4 		$5.68M Buy
+23,924
New +$5.29M 4.38% 5

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Family Wealth Partners's VTI Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.4% in Q2 2026, selling an estimated $42.2K and leaving 29,367 shares worth $10.9M. The position accounts for 3.34% of the portfolio, ranked #11.

Family Wealth Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Family Wealth Partners held 29,367 shares of Vanguard Morningstar Total Stock Market ETF worth $10.9M as of Q2 2026.
  • Family Wealth Partners sold 118 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $42.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.34% of Family Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Family Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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