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

LifeGoal 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	$2.85M	Buy	7,698 +8	+0.1%	+$2.86K	1.3%	14
2026 Q1	$2.49M	Buy	7,690 +8	+0.1%	+$2.68K	1.42%	13
2025 Q4	$2.58M	Sell	7,682 -73	-0.9%	-$24.3K	1.72%	13
2025 Q3	$2.55M	Buy	7,755 +1,769	+30%	+$559K	2.11%	11
2025 Q2	$1.82M	Sell	5,986 -362	-6%	-$102K	1.73%	13
2025 Q1	$1.74M	Sell	6,348 -37	-0.6%	-$10.7K	1.88%	16
2024 Q4	$1.85M	Buy	+6,385	New	+$1.86M	2.01%	16

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

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.1% in Q2 2026, buying an estimated $2.86K and bringing the position to 7,698 shares worth $2.85M. The position accounts for 1.3% of the portfolio, ranked #14.

LifeGoal Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

LifeGoal Wealth Advisors held 7,698 shares of Vanguard Morningstar Total Stock Market ETF worth $2.85M as of Q2 2026.
LifeGoal Wealth Advisors bought 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
Vanguard Morningstar Total Stock Market ETF made up 1.3% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #14 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.