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

Liberty 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 		$14.8M Hold
46,256
– – 1.85% 16
2026
Q1 		$14.8M Buy
46,256
+506
+1% +$170K 1.85% 16
2025
Q4 		$15.3M Buy
45,750
+1,679
+4% +$559K 1.98% 14
2025
Q3 		$14.5M Sell
44,071
-715
-2% -$226K 2.04% 14
2025
Q2 		$13.6M Buy
44,786
+1,023
+2% +$288K 2.13% 14
2025
Q1 		$12M Buy
43,763
+713
+2% +$207K 2.3% 14
2024
Q4 		$12.5M Buy
43,050
+914
+2% +$267K 2.08% 13
2024
Q3 		$11.9M Sell
42,136
-103,500
-71% -$28.2M 2.03% 14
2024
Q2 		$11.3M Buy
145,636
+101,815
+232% +$26.4M 2.06% 14
2024
Q1 		$11.4M Buy
43,821
+41,505
+1,792% +$10.3M 2.23% 12
2023
Q4 		$10.3M Sell
2,316
-42,202
-95% -$9.33M 2.21% 12
2023
Q3 		$9.46M Buy
44,518
+721
+2% +$160K 2.35% 11
2023
Q2 		$9.65M Buy
43,797
+578
+1% +$121K 2.38% 10
2023
Q1 		$8.82M Buy
+43,219
New +$8.65M 1.82% 10
2022
Q3 		$7.64M Sell
42,602
-938
-2% -$187K 2.04% 15
2022
Q2 		$8.33M Buy
43,540
+1,854
+4% +$381K 3.38% 6
2022
Q1 		$9.47M Buy
+41,686
New +$9.37M 3.42% 7
2021
Q4 		– Sell
-40,652
Closed -$9.6M – 27
2021
Q3 		$9.11M Buy
40,652
+4,938
+14% +$1.13M 3.25% 6
2021
Q2 		$7.87M Sell
35,714
-304
-0.8% -$66K 3.06% 5
2021
Q1 		$7.11M Hold
36,018
– – 3.47% 5
2020
Q4 		$7.11M Buy
36,018
+1,778
+5% +$325K 3.48% 5
2020
Q3 		$5.83M Buy
34,240
+2,149
+7% +$361K 3.44% 7
2020
Q2 		$5.02M Sell
32,091
-4,001
-11% -$590K 3.53% 5
2020
Q1 		$4.65M Buy
36,092
+3,835
+12% +$593K 4.06% 4
2019
Q4 		$5.28M Buy
32,257
+2,785
+9% +$436K 4.16% 3
2019
Q3 		$4.45M Buy
29,472
+3,099
+12% +$467K 4.21% 4
2019
Q2 		$3.96M Buy
26,373
+5,479
+26% +$807K 3.47% 5
2019
Q1 		$3.02M Buy
20,894
+666
+3% +$92.9K 2.28% 7
2018
Q4 		$2.58M Buy
+20,228
New +$2.79M 1.92% 9

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

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

Liberty Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 46,256 shares worth $14.8M. The position accounts for 1.85% of the portfolio, ranked #16.

Liberty Wealth Management first reported a position in VTI in Q4 2018 and has held it in 29 quarters since. The position peaked at $15.3M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Liberty Wealth Management held 46,256 shares of Vanguard Morningstar Total Stock Market ETF worth $14.8M as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 1.85% of Liberty Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Liberty Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $15.3M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.