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

Lauer 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	$897K	Buy	2,417 +4	+0.2%	+$1.43K	0.54%	29
2026 Q1	$805K	Sell	2,413 -63	-3%	-$21.1K	0.64%	24
2025 Q4	$842K	Hold	2,476	–	–	0.63%	23
2025 Q3	$813K	Sell	2,476 -20	-0.8%	-$6.32K	0.58%	23
2025 Q2	$780K	Hold	2,496	–	–	0.64%	20
2025 Q1	$681K	Sell	2,496 -2,416	-49%	-$702K	0.52%	23
2024 Q4	$1.42M	Buy	4,912 +581	+13%	+$170K	0.95%	16
2024 Q3	$1.23M	Buy	4,331 +139	+3%	+$37.9K	0.95%	17
2024 Q2	$1.15M	Buy	4,192 +71	+2%	+$18.4K	0.9%	17
2024 Q1	$1.06M	Buy	4,121 +684	+20%	+$169K	0.92%	19
2023 Q4	$827K	Buy	3,437 +931	+37%	+$206K	0.77%	21
2023 Q3	$541K	Sell	2,506 -27	-1%	-$5.98K	0.58%	25
2023 Q2	$571K	Buy	2,533 +109	+4%	+$22.7K	0.59%	25
2023 Q1	$497K	Buy	+2,424	New	+$485K	0.62%	22

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

Lauer Wealth's VTI Position: Q2 2026 in Review

Lauer Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,417 shares worth $897K. The position accounts for 0.54% of the portfolio, ranked #29.

Lauer Wealth first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2024. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Lauer Wealth held 2,417 shares of Vanguard Morningstar Total Stock Market ETF worth $897K as of Q2 2026.
Lauer Wealth bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Total Stock Market ETF made up 0.54% of Lauer Wealth's portfolio in Q2 2026, its #29 holding.
Lauer Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Lauer Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.42M in Q4 2024.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.