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

IronBridge 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	$1.76M	Sell	4,763 -1,537	-24%	-$550K	0.58%	34
2026 Q1	$2.02M	Buy	6,300 +51	+0.8%	+$17.1K	0.65%	30
2025 Q4	$2.1M	Hold	6,249	–	–	0.66%	28
2025 Q3	$2.05M	Sell	6,249 -111	-2%	-$35.1K	0.65%	28
2025 Q2	$1.93M	Hold	6,360	–	–	0.67%	26
2025 Q1	$1.75M	Buy	6,360 +22	+0.3%	+$6.39K	0.69%	30
2024 Q4	$1.84M	Buy	6,338 +35	+0.6%	+$10.2K	0.67%	31
2024 Q3	$1.78M	Buy	6,303 +22	+0.4%	+$6K	0.67%	32
2024 Q2	$1.68M	Hold	6,281	–	–	0.63%	31
2024 Q1	$1.63M	Buy	6,281 +21	+0.3%	+$5.2K	0.68%	33
2023 Q4	$1.48M	Buy	6,260 +22	+0.4%	+$4.86K	0.72%	33
2023 Q3	$1.32M	Sell	6,238 -6	-0.1%	-$1.33K	0.72%	28
2023 Q2	$1.38M	Sell	6,244 -389	-6%	-$81.1K	0.77%	28
2023 Q1	$1.35M	Buy	+6,633	New	+$1.33M	0.87%	24

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

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

IronBridge Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2026, selling an estimated $550K and leaving 4,763 shares worth $1.76M. The position accounts for 0.58% of the portfolio, ranked #34.

IronBridge Private Wealth first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.1M in Q4 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

IronBridge Private Wealth held 4,763 shares of Vanguard Morningstar Total Stock Market ETF worth $1.76M as of Q2 2026.
IronBridge Private Wealth sold 1,537 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $550K.
Vanguard Morningstar Total Stock Market ETF made up 0.58% of IronBridge Private Wealth's portfolio in Q2 2026, its #34 holding.
IronBridge Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
IronBridge Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $2.1M in Q4 2025.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.