JWM
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Jeppson Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jeppson Wealth Management’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 		$1.58M Sell
4,262
-48
-1% -$17.2K 0.46% 57
2026
Q1 		$1.38M Sell
4,310
-45
-1% -$15.1K 0.43% 60
2025
Q4 		$1.46M Sell
4,355
-126
-3% -$41.9K 0.46% 55
2025
Q3 		$1.47M Buy
4,481
+337
+8% +$106K 0.47% 56
2025
Q2 		$1.26M Hold
4,144
– – 0.44% 61
2025
Q1 		$1.14M Sell
4,144
-456
-10% -$132K 0.42% 64
2024
Q4 		$1.33M Sell
4,600
-146
-3% -$42.6K 0.48% 55
2024
Q3 		$1.34M Buy
4,746
+16
+0.3% +$4.36K 0.48% 56
2024
Q2 		$1.27M Hold
4,730
– – 0.48% 54
2024
Q1 		$1.23M Buy
4,730
+15
+0.3% +$3.71K 0.48% 60
2023
Q4 		$1.12M Buy
4,715
+18
+0.4% +$3.98K 0.46% 62
2023
Q3 		$998K Buy
4,697
+16
+0.3% +$3.54K 0.46% 58
2023
Q2 		$1.03M Sell
4,681
-9
-0.2% -$1.88K 0.45% 60
2023
Q1 		$957K Buy
4,690
+13
+0.3% +$2.6K 0.42% 64
2022
Q4 		$894K Sell
4,677
-647
-12% -$125K 0.38% 62
2022
Q3 		$956K Buy
5,324
+99
+2% +$19.7K 0.43% 52
2022
Q2 		$985K Buy
5,225
+20
+0.4% +$4.11K 0.42% 54
2022
Q1 		$1.19M Buy
5,205
+15
+0.3% +$3.37K 0.55% 47
2021
Q4 		$1.25M Sell
5,190
-348
-6% -$82.2K 0.6% 40
2021
Q3 		$1.23M Buy
5,538
+16
+0.3% +$3.65K 0.64% 34
2021
Q2 		$1.23M Buy
5,522
+16
+0.3% +$3.47K 0.67% 36
2021
Q1 		$1.14M Buy
5,506
+17
+0.3% +$3.44K 0.68% 36
2020
Q4 		$1.07M Buy
5,489
+40
+0.7% +$7.31K 0.71% 35
2020
Q3 		$928K Buy
+5,449
New +$916K 0.73% 34

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

Jeppson Wealth Management's VTI Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q2 2026, selling an estimated $17.2K and leaving 4,262 shares worth $1.58M. The position accounts for 0.46% of the portfolio, ranked #57.

Jeppson Wealth Management first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Jeppson Wealth Management held 4,262 shares of Vanguard Morningstar Total Stock Market ETF worth $1.58M as of Q2 2026.
  • Jeppson Wealth Management sold 48 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.46% of Jeppson Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.