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

Libra 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 		$81.7M Buy
220,794
+1,536
+0.7% +$549K 20.88% 1
2026
Q1 		$70.3M Buy
219,258
+7,987
+4% +$2.68M 19.82% 1
2025
Q4 		$70.8M Buy
211,271
+10,582
+5% +$3.52M 19.82% 1
2025
Q3 		$65.9M Buy
200,689
+5,002
+3% +$1.58M 19.78% 1
2025
Q2 		$59.5M Sell
195,687
-5,649
-3% -$1.59M 19.45% 1
2025
Q1 		$55.3M Buy
201,336
+10,588
+6% +$3.08M 20.76% 1
2024
Q4 		$55.3M Buy
190,748
+5,950
+3% +$1.74M 21.49% 1
2024
Q3 		$52.3M Buy
184,798
+494
+0.3% +$135K 20.91% 1
2024
Q2 		$49.3M Buy
184,304
+6,536
+4% +$1.69M 21.34% 1
2024
Q1 		$46.2M Buy
177,768
+1,589
+0.9% +$393K 20.25% 1
2023
Q4 		$41.8M Buy
176,179
+1,880
+1% +$416K 20.77% 1
2023
Q3 		$37M Buy
174,299
+1,442
+0.8% +$319K 20.49% 2
2023
Q2 		$38.1M Sell
172,857
-4,129
-2% -$861K 20.79% 1
2023
Q1 		$36.1M Buy
176,986
+1,894
+1% +$379K 20.94% 1
2022
Q4 		$33.5M Buy
175,092
+3,789
+2% +$730K 0.92% 7
2022
Q3 		$30.7M Buy
171,303
+49,877
+41% +$9.94M 19.79% 1
2022
Q2 		$22.9M Buy
+121,426
New +$24.9M 16.4% 1

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

Libra Wealth's VTI Position: Q2 2026 in Review

Libra Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.7% in Q2 2026, buying an estimated $549K and bringing the position to 220,794 shares worth $81.7M. The position accounts for 20.88% of the portfolio, ranked #1.

Libra Wealth first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Libra Wealth held 220,794 shares of Vanguard Morningstar Total Stock Market ETF worth $81.7M as of Q2 2026.
  • Libra Wealth bought 1,536 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $549K.
  • Vanguard Morningstar Total Stock Market ETF made up 20.88% of Libra Wealth's portfolio in Q2 2026, its #1 holding.
  • Libra Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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