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

FSB Premier 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 		$383K Buy
1,036
+7
+0.7% +$2.5K 0.11% 173
2026
Q1 		$330K Hold
1,029
– – 0.1% 179
2025
Q4 		$345K Hold
1,029
– – 0.11% 171
2025
Q3 		$338K Sell
1,029
-2
-0.2% -$632 0.11% 166
2025
Q2 		$313K Sell
1,031
-55
-5% -$15.5K 0.11% 167
2025
Q1 		$298K Buy
1,086
+56
+5% +$16.3K 0.12% 167
2024
Q4 		$299K Hold
1,030
– – 0.12% 169
2024
Q3 		$292K Hold
1,030
– – 0.12% 170
2024
Q2 		$276K Hold
1,030
– – 0.12% 152
2024
Q1 		$268K Hold
1,030
– – 0.12% 151
2023
Q4 		$244K Sell
1,030
-19
-2% -$4.2K 0.12% 149
2023
Q3 		$223K Buy
1,049
+2
+0.2% +$443 0.12% 145
2023
Q2 		$231K Buy
1,047
+1
+0.1% +$209 0.13% 139
2023
Q1 		$214K Buy
+1,046
New +$209K 0.12% 137
2022
Q2 		– Sell
-1,030
Closed -$221K – 136
2022
Q1 		$221K Sell
1,030
-318
-24% -$71.5K 0.11% 124
2021
Q4 		$325K Buy
1,348
+54
+4% +$12.7K 0.14% 107
2021
Q3 		$287K Buy
1,294
+30
+2% +$6.84K 0.14% 93
2021
Q2 		$281K Hold
1,264
– – 0.14% 85
2021
Q1 		$261K Sell
1,264
-193
-13% -$39.1K 0.14% 86
2020
Q4 		$283K Buy
+1,457
New +$266K 0.15% 85

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

FSB Premier Wealth Management's VTI Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.68% in Q2 2026, buying an estimated $2.5K and bringing the position to 1,036 shares worth $383K. The position accounts for 0.11% of the portfolio, ranked #173.

FSB Premier Wealth Management first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • FSB Premier Wealth Management held 1,036 shares of Vanguard Morningstar Total Stock Market ETF worth $383K as of Q2 2026.
  • FSB Premier Wealth Management bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of FSB Premier Wealth Management's portfolio in Q2 2026, its #173 holding.
  • FSB Premier Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.