Forte Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Forte Asset 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	$400K	Hold	1,080	–	–	0.16%	65
2026 Q1	$346K	Hold	1,080	–	–	0.15%	64
2025 Q4	$362K	Hold	1,080	–	–	0.16%	62
2025 Q3	$355K	Hold	1,080	–	–	0.17%	63
2025 Q2	$329K	Hold	1,080	–	–	0.17%	60
2025 Q1	$297K	Hold	1,080	–	–	0.15%	63
2024 Q4	$313K	Hold	1,080	–	–	0.17%	59
2024 Q3	$307K	Hold	1,080	–	–	0.16%	60
2024 Q2	$290K	Hold	1,080	–	–	0.17%	57
2024 Q1	$281K	Hold	1,080	–	–	0.17%	54
2023 Q4	$256K	Hold	1,080	–	–	0.18%	53
2023 Q3	$229K	Hold	1,080	–	–	0.15%	50
2023 Q2	$238K	Hold	1,080	–	–	0.15%	56
2023 Q1	$220K	Buy	+1,080	New	+$216K	0.15%	58

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

Forte Asset Management's VTI Position: Q2 2026 in Review

Forte Asset Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,080 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #65.

Forte Asset Management first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Forte Asset Management held 1,080 shares of Vanguard Morningstar Total Stock Market ETF worth $400K as of Q2 2026.
Forte Asset Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Forte Asset Management's portfolio in Q2 2026, its #65 holding.
Forte Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.