Gutierrez Wealth Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gutierrez Wealth Advisory’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	$1.53M	Sell	4,137 -852	-17%	-$305K	0.88%	19
2026 Q1	$1.6M	Buy	4,989 +1,387	+39%	+$465K	0.99%	17
2025 Q4	$1.21M	Buy	3,602 +56	+2%	+$18.6K	0.76%	19
2025 Q3	$1.16M	Sell	3,546 -217	-6%	-$68.5K	0.74%	21
2025 Q2	$1.14M	Sell	3,763 -3	-0.1%	-$844	0.77%	20
2025 Q1	$1.04M	Buy	3,766 +52	+1%	+$15.1K	0.84%	16
2024 Q4	$1.08M	Buy	+3,714	New	+$1.08M	0.89%	16

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

Gutierrez Wealth Advisory's VTI Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, selling an estimated $305K and leaving 4,137 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #19.

Gutierrez Wealth Advisory first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2026. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Gutierrez Wealth Advisory held 4,137 shares of Vanguard Morningstar Total Stock Market ETF worth $1.53M as of Q2 2026.
Gutierrez Wealth Advisory sold 852 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $305K.
Vanguard Morningstar Total Stock Market ETF made up 0.88% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #19 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Gutierrez Wealth Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $1.6M in Q1 2026.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.