Fortitude Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fortitude Family Office’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	$1.08M	Sell	2,906 -24	-0.8%	-$8.58K	0.21%	66
2026 Q1	$940K	Buy	2,930 +2	+0.1%	+$671	0.21%	66
2025 Q4	$982K	Sell	2,928 -126	-4%	-$41.9K	0.23%	75
2025 Q3	$1M	Buy	3,054 +1	+0%	+$316	0.27%	67
2025 Q2	$928K	Hold	3,053	–	–	0.3%	58
2025 Q1	$839K	Buy	3,053 +21	+0.7%	+$6.1K	0.3%	44
2024 Q4	$879K	Buy	3,032 +1	+0%	+$292	0.31%	49
2024 Q3	$858K	Buy	3,031 +1	+0%	+$273	0.34%	42
2024 Q2	$811K	Buy	3,030 +253	+9%	+$65.5K	0.46%	33
2024 Q1	$722K	Hold	2,777	–	–	0.49%	34
2023 Q4	$659K	Buy	+2,777	New	+$614K	0.49%	33

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

Fortitude Family Office's VTI Position: Q2 2026 in Review

Fortitude Family Office reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.82% in Q2 2026, selling an estimated $8.58K and leaving 2,906 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #66.

Fortitude Family Office first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fortitude Family Office held 2,906 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q2 2026.
Fortitude Family Office sold 24 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.58K.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Fortitude Family Office's portfolio in Q2 2026, its #66 holding.
Fortitude Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.