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Flywheel Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Flywheel Private Wealth’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 		$3.25M Buy
8,771
+2,350
+37% +$840K 1.6% 14
2026
Q1 		$2.06M Sell
6,421
-9
-0.1% -$3.02K 1.17% 17
2025
Q4 		$2.16M Sell
6,430
-14
-0.2% -$4.66K 1.35% 18
2025
Q3 		$2.11M Sell
6,444
-23
-0.4% -$7.26K 1.65% 17
2025
Q2 		$1.97M Sell
6,467
-1,295
-17% -$364K 1.58% 17
2025
Q1 		$2.13M Sell
7,762
-80
-1% -$23.2K 1.94% 14
2024
Q4 		$2.27M Buy
+7,842
New +$2.29M 2.09% 15

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

Flywheel Private Wealth's VTI Position: Q2 2026 in Review

Flywheel Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 37% in Q2 2026, buying an estimated $840K and bringing the position to 8,771 shares worth $3.25M. The position accounts for 1.6% of the portfolio, ranked #14.

Flywheel Private Wealth first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Flywheel Private Wealth held 8,771 shares of Vanguard Morningstar Total Stock Market ETF worth $3.25M as of Q2 2026.
  • Flywheel Private Wealth bought 2,350 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $840K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.6% of Flywheel Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Flywheel Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.