JBW
VTI icon

Journey Beyond Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Journey Beyond 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 		$337K Sell
911
-3
-0.3% -$1.07K 0.26% 24
2026
Q1 		$293K Sell
914
-126
-12% -$42.3K 0.25% 24
2025
Q4 		$349K Buy
1,040
+23
+2% +$7.65K 0.28% 24
2025
Q3 		$334K Sell
1,017
-178
-15% -$56.2K 0.27% 23
2025
Q2 		$363K Sell
1,195
-70
-6% -$19.7K 0.31% 23
2025
Q1 		$348K Buy
1,265
+150
+13% +$43.6K 0.33% 24
2024
Q4 		$323K Buy
+1,115
New +$325K 0.3% 24

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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 22.96% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Journey Beyond Wealth's VTI Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.33% in Q2 2026, selling an estimated $1.07K and leaving 911 shares worth $337K. The position accounts for 0.26% of the portfolio, ranked #24.

Journey Beyond Wealth first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $363K in Q2 2025. 2,857 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Journey Beyond Wealth held 911 shares of Vanguard Morningstar Total Stock Market ETF worth $337K as of Q2 2026.
  • Journey Beyond Wealth sold 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Journey Beyond Wealth's portfolio in Q2 2026, its #24 holding.
  • Journey Beyond Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Journey Beyond Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $363K in Q2 2025.
  • 2,857 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.