Lantern Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lantern Wealth Advisors’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	$3.9M	Sell	10,547 -339	-3%	-$121K	1.79%	13
2026 Q1	$3.49M	Sell	10,886 -141	-1%	-$47.3K	1.79%	15
2025 Q4	$3.7M	Sell	11,027 -2,343	-18%	-$779K	1.96%	12
2025 Q3	$4.39M	Buy	13,370 +263	+2%	+$83.1K	2.32%	10
2025 Q2	$3.98M	Buy	+13,107	New	+$3.69M	2.37%	8
2024 Q4	$3.79M	Buy	13,069 +5	+0%	+$1.46K	2.46%	8
2024 Q3	$3.7M	Sell	13,064 -598	-4%	-$163K	2.56%	7
2024 Q2	$3.65M	Buy	13,662 +1,050	+8%	+$272K	2.65%	7
2024 Q1	$3.28M	Buy	12,612 +422	+3%	+$104K	2.3%	7
2023 Q4	$2.89M	Buy	+12,190	New	+$2.69M	2.27%	10

Other funds holding VTI

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lantern Wealth Advisors's VTI Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.1% in Q2 2026, selling an estimated $121K and leaving 10,547 shares worth $3.9M. The position accounts for 1.79% of the portfolio, ranked #13.

Lantern Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.39M in Q3 2025. 2,121 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Lantern Wealth Advisors held 10,547 shares of Vanguard Morningstar Total Stock Market ETF worth $3.9M as of Q2 2026.
Lantern Wealth Advisors sold 339 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Total Stock Market ETF made up 1.79% of Lantern Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Lantern Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $4.39M in Q3 2025.
2,121 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.