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

IMG 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
2026
Q2 		$370 Hold
1
– – ﹤0.01% 525
2026
Q1 		$321 Hold
1
– – ﹤0.01% 499
2025
Q4 		$335 Buy
+1
New +$333 ﹤0.01% 579
2025
Q3 		– Sell
-14
Closed -$4.25K – 563
2025
Q2 		$4.25K Buy
+14
New +$3.94K ﹤0.01% 367

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

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

IMG Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1 share worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #525.

IMG Wealth Management first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.25K in Q2 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IMG Wealth Management held 1 share of Vanguard Morningstar Total Stock Market ETF worth $370 as of Q2 2026.
  • IMG Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #525 holding.
  • IMG Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.25K in Q2 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.