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Geometric Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Geometric Wealth Advisors’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 		$5.69M Buy
15,370
+1,441
+10% +$515K 0.62% 7
2026
Q1 		$4.47M Buy
13,929
+1,621
+13% +$544K 0.56% 7
2025
Q4 		$4.13M Buy
12,308
+139
+1% +$46.2K 0.53% 9
2025
Q3 		$3.99M Buy
12,169
+53
+0.4% +$16.7K 0.53% 9
2025
Q2 		$3.68M Buy
12,116
+359
+3% +$101K 0.55% 8
2025
Q1 		$3.23M Sell
11,757
-6,712
-36% -$1.95M 0.55% 9
2024
Q4 		$5.35M Buy
18,469
+10,940
+145% +$3.19M 0.97% 6
2024
Q3 		$2.13M Sell
7,529
-19
-0.3% -$5.18K 0.39% 11
2024
Q2 		$2.02M Buy
7,548
+1,997
+36% +$517K 0.41% 9
2024
Q1 		$1.44M Buy
5,551
+82
+1% +$20.3K 0.34% 9
2023
Q4 		$1.3M Buy
5,469
+992
+22% +$219K 0.34% 9
2023
Q3 		$951K Buy
4,477
+113
+3% +$25K 0.3% 9
2023
Q2 		$977K Buy
4,364
+35
+0.8% +$7.3K 0.3% 10
2023
Q1 		$885K Buy
4,329
+308
+8% +$61.7K 0.31% 9
2022
Q4 		$769K Sell
4,021
-16
-0.4% -$3.08K 0.31% 7
2022
Q3 		$725K Buy
4,037
+93
+2% +$18.5K 0.35% 8
2022
Q2 		$744K Sell
3,944
-29
-0.7% -$5.96K 0.37% 11
2022
Q1 		$905K Hold
3,973
– – 2.71% 8
2021
Q4 		$959K Buy
+3,973
New +$938K 0.46% 4

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

Geometric Wealth Advisors's VTI Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $515K and bringing the position to 15,370 shares worth $5.69M. The position accounts for 0.62% of the portfolio, ranked #7.

Geometric Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Geometric Wealth Advisors held 15,370 shares of Vanguard Morningstar Total Stock Market ETF worth $5.69M as of Q2 2026.
  • Geometric Wealth Advisors bought 1,441 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $515K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.62% of Geometric Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Geometric Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.