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

Innova 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 		$2.74M Sell
7,400
-1,305
-15% -$467K 1.12% 25
2026
Q1 		$2.79M Buy
8,705
+374
+4% +$125K 1.32% 21
2025
Q4 		$2.79M Buy
8,331
+554
+7% +$184K 1.41% 26
2025
Q3 		$2.55M Buy
7,777
+121
+2% +$38.2K 1.38% 26
2025
Q2 		$2.33M Buy
7,656
+593
+8% +$167K 1.37% 27
2025
Q1 		$1.94M Buy
7,063
+1,026
+17% +$298K 1.2% 24
2024
Q4 		$1.75M Buy
+6,037
New +$1.76M 1.1% 30
2024
Q3 		– Sell
-4,868
Closed -$1.3M – 143
2024
Q2 		$1.3M Buy
4,868
+3,207
+193% +$830K 0.93% 28
2024
Q1 		$432K Buy
+1,661
New +$411K 0.33% 50

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

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

Innova Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, selling an estimated $467K and leaving 7,400 shares worth $2.74M. The position accounts for 1.12% of the portfolio, ranked #25.

Innova Wealth Partners first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.79M in Q4 2025. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Innova Wealth Partners held 7,400 shares of Vanguard Morningstar Total Stock Market ETF worth $2.74M as of Q2 2026.
  • Innova Wealth Partners sold 1,305 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $467K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.12% of Innova Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Innova Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • Innova Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.79M in Q4 2025.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.