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Intentional Wealth Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Intentional 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 		– Sell
-423
Closed -$136K – 876
2026
Q1 		$136K Buy
+423
New +$142K 0.13% 78

Other funds holding VTI

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
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Intentional Wealth Strategies sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 423 shares — an estimated $136K sold.

Intentional Wealth Strategies first reported a position in VTI in Q1 2026 and held it in 1 quarter. The position peaked at $136K in Q1 2026. 3,556 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 423 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $136K.
  • Intentional Wealth Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $136K in Q1 2026.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.