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Fortress Private Ledger’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fortress Private Ledger’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 		– Sell
-881
Closed -$283K – 303
2026
Q1 		$283K Buy
881
+204
+30% +$68.4K 0.09% 190
2025
Q4 		$227K Hold
677
– – 0.07% 202
2025
Q3 		$222K Buy
+677
New +$214K 0.08% 186
2025
Q1 		– Sell
-1,189
Closed -$345K – 186
2024
Q4 		$345K Buy
+1,189
New +$347K 0.21% 91

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

Fortress Private Ledger's VTI Position: Q2 2026 in Review

Fortress Private Ledger sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 881 shares — an estimated $283K sold.

Fortress Private Ledger first reported a position in VTI in Q4 2024 and held it in 4 quarters. The position peaked at $345K in Q4 2024. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fortress Private Ledger reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Fortress Private Ledger sold 881 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $283K.
  • Fortress Private Ledger first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 4 quarters.
  • Fortress Private Ledger's Vanguard Morningstar Total Stock Market ETF position peaked at $345K in Q4 2024.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.