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Global Wealth Strategies & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Global Wealth Strategies & Associates’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 		$1.69M Buy
4,579
+3,382
+283% +$1.21M 0.32% 30
2026
Q1 		$384K Sell
1,197
-68
-5% -$22.8K 0.09% 58
2025
Q4 		$424K Sell
1,265
-33
-3% -$11K 0.11% 48
2025
Q3 		$426K Buy
1,298
+57
+5% +$18K 0.11% 47
2025
Q2 		$377K Buy
1,241
+62
+5% +$17.4K 0.11% 40
2025
Q1 		$324K Buy
1,179
+630
+115% +$183K 0.1% 42
2024
Q4 		$159K Buy
549
+1
+0.2% +$292 0.05% 62
2024
Q3 		$155K Hold
548
– – 0.05% 53
2024
Q2 		$147K Sell
548
-93
-15% -$24.1K 0.05% 49
2024
Q1 		$167K Buy
641
+392
+157% +$97K 0.06% 49
2023
Q4 		$59.1K Sell
249
-994
-80% -$220K 0.02% 77
2023
Q3 		$264K Sell
1,243
-78
-6% -$17.3K 0.12% 38
2023
Q2 		$291K Buy
1,321
+179
+16% +$37.3K 0.14% 36
2023
Q1 		$233K Sell
1,142
-255
-18% -$51K 0.12% 36
2022
Q4 		$267K Buy
+1,397
New +$269K 0.16% 36

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

Global Wealth Strategies & Associates's VTI Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 283% in Q2 2026, buying an estimated $1.21M and bringing the position to 4,579 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #30.

Global Wealth Strategies & Associates first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Global Wealth Strategies & Associates held 4,579 shares of Vanguard Morningstar Total Stock Market ETF worth $1.69M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 3,382 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.21M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #30 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.