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

Fiduciary 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	$590K	Buy	1,595 +1	+0.1%	+$358	0.32%	27
2026 Q1	$512K	Sell	1,594 -900	-36%	-$302K	0.33%	29
2025 Q4	$836K	Buy	2,494 +1	+0%	+$333	0.34%	28
2025 Q3	$818K	Buy	2,493 +1,593	+177%	+$503K	0.34%	27
2025 Q2	$274K	Sell	900 -716	-44%	-$201K	0.26%	43
2025 Q1	$444K	Buy	+1,616	New	+$469K	0.38%	19
2017 Q3	$335K	Buy	2,587 +9	+0.3%	+$1.14K	0.45%	7
2017 Q2	$321K	Buy	2,578 +6	+0.2%	+$739	0.39%	9
2017 Q1	$312K	Buy	2,572 +10	+0.4%	+$1.2K	0.32%	10
2016 Q4	$299K	Sell	2,562 -81	-3%	-$9.11K	0.3%	11
2016 Q3	$294K	Buy	2,643 +10	+0.4%	+$1.11K	0.29%	13
2016 Q2	$282K	Buy	2,633 +2	+0.1%	+$212	0.3%	12
2016 Q1	$276K	Sell	2,631 -9,753	-79%	-$967K	0.29%	11
2015 Q4	$309K	Buy	+12,384	New	+$1.3M	0.27%	10

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

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

Fiduciary Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q2 2026, buying an estimated $358 and bringing the position to 1,595 shares worth $590K. The position accounts for 0.32% of the portfolio, ranked #27.

Fiduciary Wealth Partners first reported a position in VTI in Q4 2015 and has held it in 14 quarters since. The position peaked at $836K in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fiduciary Wealth Partners held 1,595 shares of Vanguard Morningstar Total Stock Market ETF worth $590K as of Q2 2026.
Fiduciary Wealth Partners bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.32% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #27 holding.
Fiduciary Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 14 quarters since.
Fiduciary Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $836K in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.