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Intergy Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Intergy Private 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 		$2.05M Buy
5,536
+1,102
+25% +$394K 0.47% 32
2026
Q1 		$1.42M Buy
4,434
+28
+0.6% +$9.39K 0.42% 34
2025
Q4 		$1.48M Buy
4,406
+841
+24% +$280K 0.45% 32
2025
Q3 		$1.17M Buy
3,565
+47
+1% +$14.8K 0.37% 42
2025
Q2 		$1.07M Sell
3,518
-938
-21% -$264K 0.36% 41
2025
Q1 		$1.22M Buy
4,456
+93
+2% +$27K 0.47% 32
2024
Q4 		$1.26M Sell
4,363
-166
-4% -$48.4K 0.47% 31
2024
Q3 		$1.28M Sell
4,529
-132
-3% -$36K 0.49% 31
2024
Q2 		$1.25M Sell
4,661
-71
-2% -$18.4K 0.51% 30
2024
Q1 		$1.23M Buy
4,732
+35
+0.7% +$8.66K 0.51% 34
2023
Q4 		$1.11M Sell
4,697
-358
-7% -$79.1K 0.48% 35
2023
Q3 		$1.07M Buy
5,055
+5
+0.1% +$1.11K 0.54% 34
2023
Q2 		$1.11M Buy
5,050
+80
+2% +$16.7K 0.54% 36
2023
Q1 		$1.01M Sell
4,970
-291
-6% -$58.3K 0.57% 34
2022
Q4 		$1.01M Buy
5,261
+126
+2% +$24.3K 0.63% 30
2022
Q3 		$922K Buy
5,135
+3
+0.1% +$598 0.65% 32
2022
Q2 		$968K Sell
5,132
-25
-0.5% -$5.14K 0.76% 24
2022
Q1 		$1.17M Sell
5,157
-675
-12% -$152K 0.82% 23
2021
Q4 		$1.41M Buy
+5,832
New +$1.38M 1.1% 24

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Intergy Private Wealth's VTI Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 25% in Q2 2026, buying an estimated $394K and bringing the position to 5,536 shares worth $2.05M. The position accounts for 0.47% of the portfolio, ranked #32.

Intergy Private Wealth first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Intergy Private Wealth held 5,536 shares of Vanguard Morningstar Total Stock Market ETF worth $2.05M as of Q2 2026.
  • Intergy Private Wealth bought 1,102 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $394K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.47% of Intergy Private Wealth's portfolio in Q2 2026, its #32 holding.
  • Intergy Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.