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Financial & Tax Architects’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial & Tax Architects’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 		$477K Sell
1,288
-79,316
-98% -$28.4M 0.1% 88
2026
Q1 		$25.9M Buy
80,604
+1,874
+2% +$629K 5.77% 1
2025
Q4 		$26.4M Buy
78,730
+77,388
+5,767% +$25.7M 5.93% 1
2025
Q3 		$440K Sell
1,342
-59,334
-98% -$18.7M 0.1% 91
2025
Q2 		$18.4M Buy
60,676
+52,475
+640% +$14.8M 4.48% 5
2025
Q1 		$2.25M Buy
8,201
+482
+6% +$140K 0.57% 46
2024
Q4 		$2.24M Sell
7,719
-42,058
-84% -$12.3M 0.57% 45
2024
Q3 		$14.1M Sell
49,777
-10,359
-17% -$2.83M 3.62% 8
2024
Q2 		$16.1M Buy
60,136
+58,362
+3,290% +$15.1M 4.31% 7
2024
Q1 		$461K Sell
1,774
-266
-13% -$65.8K 0.13% 70
2023
Q4 		$484K Sell
2,040
-42,450
-95% -$9.38M 0.14% 68
2023
Q3 		$9.45M Buy
44,490
+8,498
+24% +$1.88M 2.94% 9
2023
Q2 		$7.93M Sell
35,992
-3,949
-10% -$824K 2.45% 9
2023
Q1 		$8.15M Buy
+39,941
New +$8M 2.68% 7
2022
Q4 		– Sell
-37,075
Closed -$6.65M – 94
2022
Q3 		$6.65M Sell
37,075
-2,732
-7% -$545K 2.49% 9
2022
Q2 		$7.51M Sell
39,807
-5,463
-12% -$1.12M 2.84% 9
2022
Q1 		$10.3M Sell
45,270
-2,503
-5% -$563K 3.89% 3
2021
Q4 		$11.5M Sell
47,773
-2,558
-5% -$604K 4.71% 1
2021
Q3 		$11.2M Sell
50,331
-3,356
-6% -$765K 5.09% 2
2021
Q2 		$12M Buy
53,687
+2,338
+5% +$507K 5.86% 1
2021
Q1 		$10.6M Buy
+51,349
New +$10.4M 5.95% 1

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

Financial & Tax Architects's VTI Position: Q2 2026 in Review

Financial & Tax Architects reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 98% in Q2 2026, selling an estimated $28.4M and leaving 1,288 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #88.

Financial & Tax Architects first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $26.4M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial & Tax Architects held 1,288 shares of Vanguard Morningstar Total Stock Market ETF worth $477K as of Q2 2026.
  • Financial & Tax Architects sold 79,316 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $28.4M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Financial & Tax Architects's portfolio in Q2 2026, its #88 holding.
  • Financial & Tax Architects first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Financial & Tax Architects's Vanguard Morningstar Total Stock Market ETF position peaked at $26.4M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.