Financial Network Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Network Wealth Management’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	$301K	Sell	815 -16	-2%	-$5.72K	0.09%	94
2026 Q1	$266K	Sell	831 -1	-0.1%	-$336	0.08%	97
2025 Q4	$278K	Sell	832 -1	-0.1%	-$333	0.09%	96
2025 Q3	$278K	Buy	+833	New	+$263K	0.09%	93
2025 Q1	$229K	Sell	836 -2	-0.2%	-$581	0.08%	105
2024 Q4	$242K	Hold	838	–	–	0.09%	100
2024 Q3	$238K	Sell	838 -3	-0.4%	-$818	0.09%	105
2024 Q2	$225K	Buy	+841	New	+$218K	0.09%	100
2024 Q1	–	Sell	-940	Closed	-$222K	–	103
2023 Q4	$222K	Sell	940 -497	-35%	-$110K	0.1%	99
2023 Q3	$304K	Buy	1,437 +456	+46%	+$101K	0.15%	73
2023 Q2	$223K	Buy	+981	New	+$205K	0.1%	92
2023 Q1	–	Sell	-1,180	Closed	-$226K	–	105
2022 Q4	$226K	Sell	1,180 -1,186	-50%	-$229K	0.12%	90
2022 Q3	$425K	Sell	2,366 -2,447	-51%	-$488K	0.27%	48
2022 Q2	$908K	Buy	4,813 +841	+21%	+$173K	0.54%	32
2022 Q1	$904K	Buy	3,972 +751	+23%	+$169K	0.47%	32
2021 Q4	$778K	Sell	3,221 -44	-1%	-$10.4K	0.39%	34
2021 Q3	$725K	Sell	3,265 -413	-11%	-$94.2K	0.41%	32
2021 Q2	$820K	Buy	3,678 +2,075	+129%	+$450K	0.48%	30
2021 Q1	$331K	Buy	1,603 +237	+17%	+$48K	0.22%	68
2020 Q4	$266K	Buy	+1,366	New	+$250K	0.21%	74

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

Financial Network Wealth Management's VTI Position: Q2 2026 in Review

Financial Network Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $5.72K and leaving 815 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #94.

Financial Network Wealth Management first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. The position peaked at $908K in Q2 2022. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Financial Network Wealth Management held 815 shares of Vanguard Morningstar Total Stock Market ETF worth $301K as of Q2 2026.
Financial Network Wealth Management sold 16 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.72K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Financial Network Wealth Management's portfolio in Q2 2026, its #94 holding.
Financial Network Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $908K in Q2 2022.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.