IWS
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Insight Wealth Strategies’s Vanguard Total Stock Market ETF VTI Stock Holding History

Insight Wealth Strategies’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 		$404K Buy
1,093
+308
+39% +$110K 0.04% 135
2026
Q1 		$252K Buy
785
+2
+0.3% +$671 0.03% 162
2025
Q4 		$263K Buy
783
+2
+0.3% +$665 0.03% 155
2025
Q3 		$256K Buy
781
+1
+0.1% +$316 0.03% 157
2025
Q2 		$237K Sell
780
-25
-3% -$7.03K 0.03% 155
2025
Q1 		$221K Buy
805
+1
+0.1% +$291 0.03% 147
2024
Q4 		$233K Buy
804
+28
+4% +$8.17K 0.03% 143
2024
Q3 		$220K Buy
776
+1
+0.1% +$273 0.03% 152
2024
Q2 		$207K Sell
775
-72
-9% -$18.6K 0.03% 154
2024
Q1 		$220K Buy
847
+1
+0.1% +$247 0.03% 155
2023
Q4 		$201K Buy
+846
New +$187K 0.03% 151

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Insight Wealth Strategies's VTI Position: Q2 2026 in Review

Insight Wealth Strategies increased its Vanguard Total Stock Market ETF (VTI) stake by 39% in Q2 2026, buying an estimated $110K and bringing the position to 1,093 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #135.

Insight Wealth Strategies first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,629 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Insight Wealth Strategies held 1,093 shares of Vanguard Total Stock Market ETF worth $404K as of Q2 2026.
  • Insight Wealth Strategies bought 308 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Total Stock Market ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #135 holding.
  • Insight Wealth Strategies first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.