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

FinDec Wealth Services’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 		$2.56M Sell
6,905
-499
-7% -$178K 3.02% 9
2026
Q1 		$2.38M Sell
7,404
-261
-3% -$87.6K 2.9% 9
2025
Q4 		$2.57M Sell
7,665
-453
-6% -$151K 2.76% 9
2025
Q3 		$2.66M Sell
8,118
-485
-6% -$153K 2.76% 9
2025
Q2 		$2.61M Sell
8,603
-2,742
-24% -$771K 2.73% 10
2025
Q1 		$3.12M Buy
+11,345
New +$3.3M 3.08% 9

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

FinDec Wealth Services's VTI Position: Q2 2026 in Review

FinDec Wealth Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.7% in Q2 2026, selling an estimated $178K and leaving 6,905 shares worth $2.56M. The position accounts for 3.02% of the portfolio, ranked #9.

FinDec Wealth Services first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.12M in Q1 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • FinDec Wealth Services held 6,905 shares of Vanguard Morningstar Total Stock Market ETF worth $2.56M as of Q2 2026.
  • FinDec Wealth Services sold 499 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.02% of FinDec Wealth Services's portfolio in Q2 2026, its #9 holding.
  • FinDec Wealth Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • FinDec Wealth Services's Vanguard Morningstar Total Stock Market ETF position peaked at $3.12M in Q1 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.