LifeWealth Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LifeWealth Investments’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	$1.08M	Buy	2,928 +212	+8%	+$75.8K	0.29%	55
2026 Q1	$871K	Sell	2,716 -37	-1%	-$12.4K	0.26%	59
2025 Q4	$923K	Sell	2,753 -3,225	-54%	-$1.07M	0.29%	59
2025 Q3	$1.96M	Sell	5,978 -26	-0.4%	-$8.21K	0.3%	61
2025 Q2	$1.82M	Buy	6,004 +1,488	+33%	+$419K	0.31%	60
2025 Q1	$1.24M	Buy	4,516 +2,258	+100%	+$656K	0.27%	71
2024 Q4	$654K	Buy	+2,258	New	+$659K	0.43%	59

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

LifeWealth Investments's VTI Position: Q2 2026 in Review

LifeWealth Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.8% in Q2 2026, buying an estimated $75.8K and bringing the position to 2,928 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #55.

LifeWealth Investments first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2025. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

LifeWealth Investments held 2,928 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q2 2026.
LifeWealth Investments bought 212 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $75.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of LifeWealth Investments's portfolio in Q2 2026, its #55 holding.
LifeWealth Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $1.96M in Q3 2025.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.