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

Lakeridge 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 		$875K Sell
2,364
-45
-2% -$16.1K 0.32% 63
2026
Q1 		$773K Buy
2,409
+76
+3% +$25.5K 0.33% 61
2025
Q4 		$782K Buy
2,333
+265
+13% +$88.2K 0.36% 51
2025
Q3 		$679K Buy
2,068
+13
+0.6% +$4.11K 0.3% 64
2025
Q2 		$625K Buy
2,055
+17
+0.8% +$4.78K 0.29% 65
2025
Q1 		$560K Sell
2,038
-125
-6% -$36.3K 0.28% 70
2024
Q4 		$627K Hold
2,163
– – 0.32% 62
2024
Q3 		$612K Sell
2,163
-283
-12% -$77.2K 0.34% 61
2024
Q2 		$654K Buy
2,446
+248
+11% +$64.2K 0.39% 50
2024
Q1 		$571K Buy
2,198
+283
+15% +$70K 0.37% 56
2023
Q4 		$454K Buy
+1,915
New +$423K 0.33% 63

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

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

Lakeridge Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $16.1K and leaving 2,364 shares worth $875K. The position accounts for 0.32% of the portfolio, ranked #63.

Lakeridge Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lakeridge Wealth Management held 2,364 shares of Vanguard Morningstar Total Stock Market ETF worth $875K as of Q2 2026.
  • Lakeridge Wealth Management sold 45 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Lakeridge Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Lakeridge Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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