Inspirion Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Inspirion Wealth Advisors’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	$1.1M	Hold	2,978	–	–	0.13%	68
2026 Q1	$955K	Hold	2,978	–	–	0.12%	71
2025 Q4	$998K	Buy	2,978 +760	+34%	+$253K	0.12%	72
2025 Q3	$628K	Hold	2,218	–	–	0.09%	86
2025 Q2	$674K	Hold	2,218	–	–	0.09%	81
2025 Q1	$610K	Sell	2,218 -765	-26%	-$222K	0.08%	84
2024 Q4	$869K	Buy	2,983 +765	+34%	+$223K	0.12%	64
2024 Q3	$628K	Sell	2,218 -7	-0.3%	-$1.91K	0.09%	86
2024 Q2	$595K	Buy	2,225 +1,382	+164%	+$358K	0.09%	83
2024 Q1	$219K	Buy	+843	New	+$209K	0.04%	137
2023 Q4	–	Sell	-1,095	Closed	-$233K	–	146
2023 Q3	$233K	Hold	1,095	–	–	0.05%	126
2023 Q2	$241K	Buy	+1,095	New	+$228K	0.05%	124
2021 Q3	–	Sell	-1,207	Closed	-$269K	–	90
2021 Q2	$269K	Buy	+1,207	New	+$262K	0.07%	78

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

Inspirion Wealth Advisors's VTI Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,978 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #68.

Inspirion Wealth Advisors first reported a position in VTI in Q2 2021 and has held it in 13 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Inspirion Wealth Advisors held 2,978 shares of Vanguard Morningstar Total Stock Market ETF worth $1.1M as of Q2 2026.
Inspirion Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Inspirion Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 13 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.