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Genesis Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Genesis Private Wealth’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 		$242K Sell
655
-14
-2% -$5.01K 0.07% 164
2026
Q1 		$215K Sell
669
-15
-2% -$5.03K 0.07% 174
2025
Q4 		$229K Buy
+684
New +$228K 0.07% 158

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

Genesis Private Wealth's VTI Position: Q2 2026 in Review

Genesis Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $5.01K and leaving 655 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #164.

Genesis Private Wealth first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Genesis Private Wealth held 655 shares of Vanguard Morningstar Total Stock Market ETF worth $242K as of Q2 2026.
  • Genesis Private Wealth sold 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #164 holding.
  • Genesis Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.