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

Goldstein 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	$3.75M	Buy	10,130 +3,964	+64%	+$1.42M	0.34%	38
2026 Q1	$1.98M	Buy	6,166 +25	+0.4%	+$8.39K	0.22%	46
2025 Q4	$2.06M	Buy	6,141 +5	+0.1%	+$1.66K	0.23%	45
2025 Q3	$2.01M	Buy	6,136 +111	+2%	+$35.1K	0.24%	42
2025 Q2	$1.83M	Sell	6,025 -3,359	-36%	-$945K	0.25%	41
2025 Q1	$2.58M	Buy	9,384 +6,845	+270%	+$1.99M	0.38%	32
2024 Q4	$736K	Buy	2,539 +297	+13%	+$86.7K	0.11%	72
2024 Q3	$635K	Buy	2,242 +228	+11%	+$62.2K	0.1%	75
2024 Q2	$539K	Sell	2,014 -109	-5%	-$28.2K	0.09%	77
2024 Q1	$552K	Buy	2,123 +46	+2%	+$11.4K	0.09%	76
2023 Q4	$493K	Sell	2,077 -2,402	-54%	-$531K	0.08%	104
2023 Q3	$951K	Sell	4,479 -937	-17%	-$207K	0.2%	45
2023 Q2	$1.19M	Buy	5,416 +2,276	+72%	+$475K	0.25%	42
2023 Q1	$641K	Buy	+3,140	New	+$629K	0.14%	61

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

Goldstein Advisors's VTI Position: Q2 2026 in Review

Goldstein Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 64% in Q2 2026, buying an estimated $1.42M and bringing the position to 10,130 shares worth $3.75M. The position accounts for 0.34% of the portfolio, ranked #38.

Goldstein Advisors first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Goldstein Advisors held 10,130 shares of Vanguard Morningstar Total Stock Market ETF worth $3.75M as of Q2 2026.
Goldstein Advisors bought 3,964 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.42M.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Goldstein Advisors's portfolio in Q2 2026, its #38 holding.
Goldstein Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.