Impact Partnership Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Impact Partnership Wealth’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	$446K	Buy	+1,206	New	+$431K	0.04%	276
2025 Q4	–	Sell	-1,037	Closed	-$340K	–	430
2025 Q3	$340K	Buy	+1,037	New	+$328K	0.05%	217
2024 Q2	–	Sell	-200	Closed	-$52K	–	679
2024 Q1	$52K	Sell	200 -558	-74%	-$138K	0.02%	313
2023 Q4	$180K	Sell	758 -224	-23%	-$49.5K	0.07%	194
2023 Q3	$209K	Sell	982 -269	-22%	-$59.5K	0.06%	174
2023 Q2	$276K	Buy	+1,251	New	+$261K	0.1%	147

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Impact Partnership Wealth's VTI Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,206 shares worth $446K. The stake represents 0.04% of the portfolio and ranks #276 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in VTI as recently as Q3 2025.

Impact Partnership Wealth first reported a position in VTI in Q2 2023 and has held it in 6 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Impact Partnership Wealth held 1,206 shares of Vanguard Morningstar Total Stock Market ETF worth $446K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Impact Partnership Wealth position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #276 holding.
Impact Partnership Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 6 quarters since.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.