Future Financial Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$324K Hold
888
0.2% 87
2026
Q1
$307K Hold
888
0.2% 94
2025
Q4
$298K Hold
888
0.2% 95
2025
Q3
$291K Hold
888
0.18% 91
2025
Q2
$270K Hold
888
0.18% 93
2025
Q1
$244K Hold
888
0.18% 96
2024
Q4
$257K Hold
888
0.19% 91
2024
Q3
$251K Sell
888
-1
-0.1% -$273 0.18% 99
2024
Q2
$238K Hold
889
0.21% 99
2024
Q1
$231K Hold
889
0.18% 100
2023
Q4
$211K Sell
889
-639
-42% -$141K 0.21% 96
2023
Q3
$325K Hold
1,528
0.36% 68
2023
Q2
$337K Sell
1,528
-20
-1% -$4.17K 0.35% 65
2023
Q1
$317K Hold
1,548
0.35% 74
2022
Q4
$296K Buy
1,548
+333
+27% +$64.2K 0.34% 83
2022
Q3
$229K Hold
1,215
0.26% 97
2022
Q2
$277K Hold
1,215
0.27% 96
2022
Q1
$277K Hold
1,215
0.23% 96
2021
Q4
$295K Buy
+1,215
New +$287K 0.24% 94
2021
Q1
Sell
-1,409
Closed -$274K 126
2020
Q4
$274K Buy
+1,409
New +$258K 0.32% 92

Other funds holding VTI

Future Financial Wealth Management's VTI Position: Q2 2026 in Review

Future Financial Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 888 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #87.

Future Financial Wealth Management first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. The position peaked at $337K in Q2 2023. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Future Financial Wealth Management held 888 shares of Vanguard Morningstar Total Stock Market ETF worth $324K as of Q2 2026.
  • Future Financial Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Future Financial Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Future Financial Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • Future Financial Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $337K in Q2 2023.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.