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Gateway Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gateway Wealth Partners’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 		$13.7M Sell
36,889
-33,094
-47% -$11.8M 0.82% 21
2026
Q1 		$22.5M Buy
69,983
+41,145
+143% +$13.8M 0.87% 17
2025
Q4 		$9.67M Buy
28,838
+5,455
+23% +$1.81M 1.08% 17
2025
Q3 		$7.67M Buy
23,383
+6,870
+42% +$2.17M 1.04% 19
2025
Q2 		$5.02M Buy
16,513
+1,751
+12% +$492K 0.95% 28
2025
Q1 		$4.06M Buy
14,762
+232
+2% +$67.4K 0.91% 26
2024
Q4 		$4.21M Buy
14,530
+514
+4% +$150K 1.09% 22
2024
Q3 		$3.97M Sell
14,016
-110
-0.8% -$30K 1.09% 20
2024
Q2 		$3.78M Sell
14,126
-3,631
-20% -$940K 1.14% 20
2024
Q1 		$4.62M Buy
17,757
+342
+2% +$84.6K 1.66% 11
2023
Q4 		$4.13M Sell
17,415
-320
-2% -$70.7K 1.66% 13
2023
Q3 		$3.77M Buy
17,735
+4,347
+32% +$962K 0.68% 34
2023
Q2 		$2.95M Buy
13,388
+2,492
+23% +$520K 0.53% 41
2023
Q1 		$2.22M Buy
10,896
+4,838
+80% +$968K 0.34% 51
2022
Q4 		$1.16M Buy
+6,058
New +$1.17M 0.2% 60

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

Gateway Wealth Partners's VTI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 47% in Q2 2026, selling an estimated $11.8M and leaving 36,889 shares worth $13.7M. The position accounts for 0.82% of the portfolio, ranked #21.

Gateway Wealth Partners first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.5M in Q1 2026. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gateway Wealth Partners held 36,889 shares of Vanguard Morningstar Total Stock Market ETF worth $13.7M as of Q2 2026.
  • Gateway Wealth Partners sold 33,094 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.8M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.82% of Gateway Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Gateway Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $22.5M in Q1 2026.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.