Golden State Equity Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Golden State Equity 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	$81.4K	Sell	220 -14,198	-98%	-$5.08M	0.22%	63
2026 Q1	$4.63M	Buy	14,418 +11,553	+403%	+$3.88M	0.35%	54
2025 Q4	$961K	Sell	2,865 -303	-10%	-$101K	0.16%	153
2025 Q3	$1.04M	Buy	3,168 +548	+21%	+$173K	0.18%	141
2025 Q2	$796K	Buy	2,620 +286	+12%	+$80.4K	0.15%	167
2025 Q1	$642K	Buy	2,334 +296	+15%	+$86K	0.13%	197
2024 Q4	$591K	Buy	2,038 +1,582	+347%	+$462K	0.11%	202
2024 Q3	$129K	Buy	+456	New	+$124K	0.02%	449
2021 Q4	–	Sell	-2,852	Closed	-$633K	–	262
2021 Q3	$633K	Sell	2,852 -10	-0.3%	-$2.28K	0.26%	98
2021 Q2	$638K	Buy	+2,862	New	+$621K	0.25%	103

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Golden State Equity Partners's VTI Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 98% in Q2 2026, selling an estimated $5.08M and leaving 220 shares worth $81.4K. The position accounts for 0.22% of the portfolio, ranked #63.

Golden State Equity Partners first reported a position in VTI in Q2 2021 and has held it in 10 quarters since. The position peaked at $4.63M in Q1 2026. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Golden State Equity Partners held 220 shares of Vanguard Morningstar Total Stock Market ETF worth $81.4K as of Q2 2026.
Golden State Equity Partners sold 14,198 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.08M.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Golden State Equity Partners's portfolio in Q2 2026, its #63 holding.
Golden State Equity Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 10 quarters since.
Golden State Equity Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.63M in Q1 2026.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.