LifeSteps Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LifeSteps Financial’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	$137K	Sell	371 -600	-62%	-$215K	0.06%	124
2026 Q1	$312K	Buy	971 +2	+0.2%	+$671	0.2%	73
2025 Q4	$325K	Sell	969 -3	-0.3%	-$998	0.21%	70
2025 Q3	$319K	Sell	972 -21	-2%	-$6.63K	0.2%	72
2025 Q2	$302K	Buy	+993	New	+$279K	0.21%	72
2024 Q2	–	Sell	-237	Closed	-$61.6K	–	410
2024 Q1	$61.6K	Buy	+237	New	+$58.6K	0.05%	142

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

LifeSteps Financial's VTI Position: Q2 2026 in Review

LifeSteps Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 62% in Q2 2026, selling an estimated $215K and leaving 371 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #124.

LifeSteps Financial first reported a position in VTI in Q1 2024 and has held it in 6 quarters since. The position peaked at $325K in Q4 2025. 1,835 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

LifeSteps Financial held 371 shares of Vanguard Morningstar Total Stock Market ETF worth $137K as of Q2 2026.
LifeSteps Financial sold 600 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $215K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #124 holding.
LifeSteps Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 6 quarters since.
LifeSteps Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $325K in Q4 2025.
1,835 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.