Heritage Wealth Management (Ohio)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.14M	Buy	+3,081	New	+$1.1M	0.28%	87
2026 Q1	–	Sell	-3,241	Closed	-$1.09M	–	255
2025 Q4	$1.09M	Sell	3,241 -205	-6%	-$68.2K	0.3%	84
2025 Q3	$1.13M	Hold	3,446	–	–	0.33%	79
2025 Q2	$1.05M	Buy	3,446 +95	+3%	+$26.7K	0.34%	75
2025 Q1	$921K	Buy	3,351 +69	+2%	+$20K	0.31%	82
2024 Q4	$951K	Buy	3,282 +630	+24%	+$184K	0.32%	80
2024 Q3	$751K	Sell	2,652 -310	-10%	-$84.6K	0.25%	103
2024 Q2	$806K	Buy	+2,962	New	+$767K	0.27%	94

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

Heritage Wealth Management (Ohio)'s VTI Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 3,081 shares worth $1.14M. The stake represents 0.28% of the portfolio and ranks #87 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VTI as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,081 shares of Vanguard Morningstar Total Stock Market ETF worth $1.14M as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.28% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #87 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.