IWM
VTI icon

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

Iams 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
2023
Q3 		– Sell
-982
Closed -$214K – 230
2023
Q2 		$214K Buy
+982
New +$205K 0.08% 123

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
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Iams Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.35% in Q2 2026, buying an estimated $1.07K and bringing the position to 859 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #160.

Iams Wealth Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 1,849 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Iams Wealth Management held 859 shares of Vanguard Morningstar Total Stock Market ETF worth $318K as of Q2 2026.
  • Iams Wealth Management bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Iams Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Iams Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.