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

JPL 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	$11M	Buy	29,611 +549	+2%	+$196K	2.17%	12
2026 Q1	$9.32M	Sell	29,062 -395	-1%	-$133K	2.14%	10
2025 Q4	$9.88M	Sell	29,457 -6,172	-17%	-$2.05M	2.41%	7
2025 Q3	$11.7M	Sell	35,629 -566	-2%	-$179K	2.78%	5
2025 Q2	$11M	Buy	36,195 +610	+2%	+$172K	2.97%	4
2025 Q1	$9.78M	Buy	35,585 +2,154	+6%	+$626K	2.79%	4
2024 Q4	$9.69M	Buy	+33,431	New	+$9.75M	2.77%	5
2024 Q2	$4.11M	Buy	15,374 +8,177	+114%	+$2.12M	2.01%	9
2024 Q1	$1.87M	Buy	7,197 +996	+16%	+$246K	1.03%	47
2023 Q4	$1.47M	Buy	+6,201	New	+$1.37M	1.06%	44

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

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

JPL Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $196K and bringing the position to 29,611 shares worth $11M. The position accounts for 2.17% of the portfolio, ranked #12.

JPL Wealth Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

JPL Wealth Management held 29,611 shares of Vanguard Morningstar Total Stock Market ETF worth $11M as of Q2 2026.
JPL Wealth Management bought 549 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $196K.
Vanguard Morningstar Total Stock Market ETF made up 2.17% of JPL Wealth Management's portfolio in Q2 2026, its #12 holding.
JPL Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $11.7M in Q3 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.