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

Gen-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 		$99.7K Sell
269
-281,493
-100% -$101M 0.03% 330
2026
Q1 		$368K Sell
281,762
-42
-0% -$14.1K 0.12% 167
2025
Q4 		$386K Buy
281,804
+281,495
+91,099% +$93.6M 0.12% 176
2025
Q3 		$101K Buy
309
+59
+24% +$18.6K 0.03% 321
2025
Q2 		$75.9K Hold
250
– – 0.03% 308
2025
Q1 		$68.6K Buy
250
+1
+0.4% +$291 0.03% 310
2024
Q4 		$72.2K Hold
249
– – 0.03% 331
2024
Q3 		$71.2K Sell
249
-23
-8% -$6.27K 0.03% 350
2024
Q2 		$72.8K Buy
272
+52
+24% +$13.5K 0.04% 330
2024
Q1 		$57.2K Buy
+220
New +$54.4K 0.03% 360

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gen-Wealth Partners's VTI Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 100% in Q2 2026, selling an estimated $101M and leaving 269 shares worth $99.7K. The position accounts for 0.03% of the portfolio, ranked #330.

Gen-Wealth Partners first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $386K in Q4 2025. 2,709 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gen-Wealth Partners held 269 shares of Vanguard Morningstar Total Stock Market ETF worth $99.7K as of Q2 2026.
  • Gen-Wealth Partners sold 281,493 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $101M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #330 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $386K in Q4 2025.
  • 2,709 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.