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IAG Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IAG Wealth Partners’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 		$1.47M Sell
3,968
-106
-3% -$37.9K 0.15% 70
2026
Q1 		$1.31M Buy
4,074
+9
+0.2% +$3.02K 0.15% 65
2025
Q4 		$1.36M Sell
4,065
-148
-4% -$49.2K 0.16% 63
2025
Q3 		$1.38M Sell
4,213
-94
-2% -$29.7K 0.17% 61
2025
Q2 		$1.31M Sell
4,307
-39
-0.9% -$11K 0.17% 60
2025
Q1 		$1.19M Sell
4,346
-28
-0.6% -$8.13K 0.19% 57
2024
Q4 		$1.27M Sell
4,374
-166
-4% -$48.4K 0.22% 54
2024
Q3 		$1.29M Sell
4,540
-143
-3% -$39K 0.24% 52
2024
Q2 		$1.25M Sell
4,683
-171
-4% -$44.3K 0.25% 49
2024
Q1 		$1.26M Sell
4,854
-60
-1% -$14.8K 0.27% 47
2023
Q4 		$1.17M Sell
4,914
-10
-0.2% -$2.21K 0.27% 46
2023
Q3 		$1.05M Sell
4,924
-219
-4% -$48.5K 0.29% 41
2023
Q2 		$1.13M Sell
5,143
-449
-8% -$93.7K 0.3% 42
2023
Q1 		$1.14M Sell
5,592
-16
-0.3% -$3.2K 0.32% 39
2022
Q4 		$1.07M Buy
5,608
+41
+0.7% +$7.9K 0.32% 39
2022
Q3 		$999K Sell
5,567
-795
-12% -$158K 0.33% 40
2022
Q2 		$1.2M Buy
6,362
+613
+11% +$126K 0.39% 36
2022
Q1 		$1.31M Sell
5,749
-291
-5% -$65.4K 0.41% 35
2021
Q4 		$1.46M Sell
6,040
-602
-9% -$142K 0.47% 33
2021
Q3 		$1.48M Sell
6,642
-149
-2% -$34K 0.52% 30
2021
Q2 		$1.51M Sell
6,791
-1,219
-15% -$265K 0.54% 27
2021
Q1 		$1.66M Buy
8,010
+347
+5% +$70.2K 0.63% 26
2020
Q4 		$1.49M Sell
7,663
-2,896
-27% -$529K 0.61% 26
2020
Q3 		$1.8M Sell
10,559
-2,097
-17% -$353K 0.83% 23
2020
Q2 		$1.98M Buy
12,656
+62
+0.5% +$9.14K 0.96% 22
2020
Q1 		$1.62M Sell
12,594
-309
-2% -$47.8K 1.08% 19
2019
Q4 		$2.11M Buy
+12,903
New +$2.02M 1.38% 14

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

IAG Wealth Partners's VTI Position: Q2 2026 in Review

IAG Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, selling an estimated $37.9K and leaving 3,968 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #70.

IAG Wealth Partners first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.11M in Q4 2019. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IAG Wealth Partners held 3,968 shares of Vanguard Morningstar Total Stock Market ETF worth $1.47M as of Q2 2026.
  • IAG Wealth Partners sold 106 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of IAG Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • IAG Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.11M in Q4 2019.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.