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

Heritage Wealth Management (Texas)’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 		$318K Sell
859
-25
-3% -$8.94K 0.12% 29
2026
Q1 		$284K Sell
884
-6
-0.7% -$2.01K 0.12% 30
2025
Q4 		$298K Sell
890
-46
-5% -$15.3K 0.13% 30
2025
Q3 		$307K Buy
+936
New +$296K 0.14% 29

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Heritage Wealth Management (Texas) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, selling an estimated $8.94K and leaving 859 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #29.

Heritage Wealth Management (Texas) first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,694 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Heritage Wealth Management (Texas) held 859 shares of Vanguard Morningstar Total Stock Market ETF worth $318K as of Q2 2026.
  • Heritage Wealth Management (Texas) sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #29 holding.
  • Heritage Wealth Management (Texas) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,694 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.