Heirloom Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Heirloom Wealth Management’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	$16.1M	Sell	43,579 -5,302	-11%	-$1.9M	2.34%	18
2026 Q1	$15.7M	Buy	48,881 +48,195	+7,026%	+$16.2M	2.83%	11
2025 Q4	$230K	Buy	+686	New	+$228K	0.05%	42
2024 Q2	–	Sell	-895	Closed	-$233K	–	50
2024 Q1	$233K	Sell	895 -442	-33%	-$109K	0.08%	46
2023 Q4	$317K	Buy	1,337 +17	+1%	+$3.76K	0.12%	44
2023 Q3	$280K	Buy	1,320 +51	+4%	+$11.3K	0.12%	46
2023 Q2	$280K	Buy	+1,269	New	+$265K	0.12%	46

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

Heirloom Wealth Management's VTI Position: Q2 2026 in Review

Heirloom Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $1.9M and leaving 43,579 shares worth $16.1M. The position accounts for 2.34% of the portfolio, ranked #18.

Heirloom Wealth Management first reported a position in VTI in Q2 2023 and has held it in 7 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Heirloom Wealth Management held 43,579 shares of Vanguard Morningstar Total Stock Market ETF worth $16.1M as of Q2 2026.
Heirloom Wealth Management sold 5,302 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.9M.
Vanguard Morningstar Total Stock Market ETF made up 2.34% of Heirloom Wealth Management's portfolio in Q2 2026, its #18 holding.
Heirloom Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 7 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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