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

Fonville 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	$21.5M	Buy	58,009 +18,039	+45%	+$6.45M	3.51%	9
2026 Q1	$12.8M	Buy	39,970 +14,994	+60%	+$5.03M	2.44%	14
2025 Q4	$8.37M	Buy	24,976 +12,088	+94%	+$4.02M	1.71%	21
2025 Q3	$4.23M	Buy	12,888 +3,704	+40%	+$1.17M	0.95%	31
2025 Q2	$2.8M	Buy	9,184 +1,579	+21%	+$444K	0.71%	36
2025 Q1	$2.07M	Sell	7,605 -343	-4%	-$99.7K	0.61%	41
2024 Q4	$2.3M	Sell	7,948 -95	-1%	-$27.7K	0.76%	37
2024 Q3	$2.28M	Buy	8,043 +576	+8%	+$157K	0.79%	37
2024 Q2	$2M	Buy	7,467 +336	+5%	+$87K	0.79%	37
2024 Q1	$1.85M	Buy	7,131 +1,097	+18%	+$271K	0.82%	38
2023 Q4	$1.43M	Buy	+6,034	New	+$1.33M	0.76%	41

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

Fonville Wealth Management's VTI Position: Q2 2026 in Review

Fonville Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 45% in Q2 2026, buying an estimated $6.45M and bringing the position to 58,009 shares worth $21.5M. The position accounts for 3.51% of the portfolio, ranked #9.

Fonville Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fonville Wealth Management held 58,009 shares of Vanguard Morningstar Total Stock Market ETF worth $21.5M as of Q2 2026.
Fonville Wealth Management bought 18,039 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.45M.
Vanguard Morningstar Total Stock Market ETF made up 3.51% of Fonville Wealth Management's portfolio in Q2 2026, its #9 holding.
Fonville Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.