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Forefront Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Forefront Wealth Partners’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 		$2.12M Buy
5,719
+1,033
+22% +$369K 0.66% 42
2026
Q1 		$1.5M Buy
4,686
+754
+19% +$253K 0.63% 41
2025
Q4 		$1.32M Buy
3,932
+786
+25% +$261K 0.62% 41
2025
Q3 		$1.03M Sell
3,146
-159
-5% -$50.2K 0.26% 77
2025
Q2 		$958K Sell
3,305
-675
-17% -$190K 0.66% 39
2025
Q1 		$1.09M Buy
3,980
+675
+20% +$196K 0.74% 35
2024
Q4 		$958K Buy
+3,305
New +$964K 0.71% 37

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

Forefront Wealth Partners's VTI Position: Q2 2026 in Review

Forefront Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, buying an estimated $369K and bringing the position to 5,719 shares worth $2.12M. The position accounts for 0.66% of the portfolio, ranked #42.

Forefront Wealth Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Forefront Wealth Partners held 5,719 shares of Vanguard Morningstar Total Stock Market ETF worth $2.12M as of Q2 2026.
  • Forefront Wealth Partners bought 1,033 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $369K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Forefront Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Forefront Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.