FWL Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

FWL Investment 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	$44.4K	Hold	120	–	–	0.01%	209
2026 Q1	$38.5K	Sell	120 -218	-64%	-$73.1K	0.01%	183
2025 Q4	$113K	Buy	338 +185	+121%	+$61.5K	0.03%	112
2025 Q3	$50.2K	Hold	153	–	–	0.01%	148
2025 Q2	$46.5K	Hold	153	–	–	0.01%	152
2025 Q1	$42.1K	Hold	153	–	–	0.02%	145
2024 Q4	$44.3K	Hold	153	–	–	0.02%	151
2024 Q3	$43.3K	Hold	153	–	–	0.02%	129
2024 Q2	$40.9K	Buy	+153	New	+$39.6K	0.02%	122
2021 Q1	–	Sell	-1,033	Closed	-$201K	–	55
2020 Q4	$201K	Buy	+1,033	New	+$189K	0.15%	48

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

FWL Investment Management's VTI Position: Q2 2026 in Review

FWL Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 120 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #209.

FWL Investment Management first reported a position in VTI in Q4 2020 and has held it in 10 quarters since. The position peaked at $201K in Q4 2020. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

FWL Investment Management held 120 shares of Vanguard Morningstar Total Stock Market ETF worth $44.4K as of Q2 2026.
FWL Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #209 holding.
FWL Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 10 quarters since.
FWL Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $201K in Q4 2020.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.