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Higgins & Schmidt Wealth Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$230K Buy
+622
New +$222K 0.1% 60
2026
Q1 		– Sell
-622
Closed -$209K – 66
2025
Q4 		$209K Hold
622
– – 0.1% 57
2025
Q3 		$204K Buy
+622
New +$196K 0.1% 55

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's VTI Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 622 shares worth $230K. The stake represents 0.1% of the portfolio and ranks #60 among its holdings. This is a return to the name: Higgins & Schmidt Wealth Strategies previously reported a position in VTI as recently as Q4 2025.

Higgins & Schmidt Wealth Strategies first reported a position in VTI in Q3 2025 and has held it in 3 quarters since. 2,031 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 622 shares of Vanguard Morningstar Total Stock Market ETF worth $230K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Higgins & Schmidt Wealth Strategies position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #60 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,031 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.