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Ironwood Wealth Management (Arizona)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$132K Sell
358
-444
-55% -$159K 0.03% 42
2026
Q1 		$257K Buy
802
+14
+2% +$4.7K 0.07% 33
2025
Q4 		$264K Sell
788
-2
-0.3% -$665 0.08% 32
2025
Q3 		$259K Buy
790
+2
+0.3% +$632 0.09% 32
2025
Q2 		$239K Sell
788
-1,277
-62% -$359K 0.09% 32
2025
Q1 		$567K Buy
2,065
+230
+13% +$66.8K 0.17% 27
2024
Q4 		$532K Sell
1,835
-183
-9% -$53.4K 0.17% 28
2024
Q3 		$571K Buy
2,018
+3
+0.1% +$818 0.17% 29
2024
Q2 		$539K Sell
2,015
-601
-23% -$156K 0.18% 29
2024
Q1 		$680K Buy
2,616
+1,982
+313% +$490K 0.22% 27
2023
Q4 		$150K Hold
634
– – 0.05% 35
2023
Q3 		$135K Sell
634
-100
-14% -$22.1K 0.05% 36
2023
Q2 		$162K Sell
734
-42
-5% -$8.76K 0.06% 34
2023
Q1 		$158K Buy
776
+355
+84% +$71.1K 0.06% 35
2022
Q4 		$80.5K Sell
421
-7
-2% -$1.35K 0.03% 37
2022
Q3 		$81K Hold
428
– – 0.04% 41
2022
Q2 		$81K Sell
428
-730
-63% -$150K 0.04% 41
2022
Q1 		$264K Sell
1,158
-75
-6% -$16.9K 0.11% 31
2021
Q4 		$298K Hold
1,233
– – 0.13% 28
2021
Q3 		$274K Hold
1,233
– – 0.13% 28
2021
Q2 		$275K Buy
1,233
+815
+195% +$177K 0.16% 28
2021
Q1 		$86K Hold
418
– – 0.06% 32
2020
Q4 		$81K Sell
418
-173
-29% -$31.6K 0.05% 32
2020
Q3 		$93K Hold
591
– – 0.07% 26
2020
Q2 		$93K Buy
591
+193
+48% +$28.5K 0.07% 26
2020
Q1 		$51K Hold
398
– – 0.04% 32
2019
Q4 		$65K Hold
398
– – 0.05% 38
2019
Q3 		$60K Sell
398
-183
-31% -$27.6K 0.04% 39
2019
Q2 		$87K Sell
581
-68
-10% -$10K 0.07% 41
2019
Q1 		$94K Hold
649
– – 0.08% 40
2018
Q4 		$83K Hold
649
– – 0.08% 36
2018
Q3 		$97K Buy
649
+56
+9% +$8.24K 0.09% 32
2018
Q2 		$83K Buy
+593
New +$82.7K 0.08% 32
2017
Q3 		$83K Buy
+637
New +$80.7K 0.08% 35

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s VTI Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 55% in Q2 2026, selling an estimated $159K and leaving 358 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #42.

Ironwood Wealth Management (Arizona) first reported a position in VTI in Q3 2017 and has held it in 34 quarters since. The position peaked at $680K in Q1 2024. 2,052 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 358 shares of Vanguard Morningstar Total Stock Market ETF worth $132K as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 444 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #42 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s Vanguard Morningstar Total Stock Market ETF position peaked at $680K in Q1 2024.
  • 2,052 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.