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

Lifeworks 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 		$663K Sell
1,793
-612
-25% -$219K 0.07% 175
2026
Q1 		$771K Buy
2,405
+405
+20% +$136K 0.1% 150
2025
Q4 		$670K Sell
2,000
-52
-3% -$17.3K 0.09% 181
2025
Q3 		$673K Buy
2,052
+810
+65% +$256K 0.09% 173
2025
Q2 		$378K Sell
1,242
-36
-3% -$10.1K 0.06% 231
2025
Q1 		$351K Sell
1,278
-264
-17% -$76.7K 0.06% 228
2024
Q4 		$447K Buy
1,542
+35
+2% +$10.2K 0.08% 182
2024
Q3 		$427K Buy
1,507
+197
+15% +$53.7K 0.08% 183
2024
Q2 		$350K Sell
1,310
-1,876
-59% -$486K 0.1% 159
2024
Q1 		$828K Buy
3,186
+2,051
+181% +$507K 0.23% 97
2023
Q4 		$269K Sell
1,135
-18
-2% -$3.98K 0.09% 168
2023
Q3 		$245K Hold
1,153
– – 0.1% 165
2023
Q2 		$254K Hold
1,153
– – 0.11% 139
2023
Q1 		$235K Buy
+1,153
New +$231K 0.11% 133
2022
Q3 		– Sell
-1,120
Closed -$211K – 159
2022
Q2 		$211K Buy
1,120
+78
+7% +$16K 0.13% 132
2022
Q1 		$237K Buy
1,042
+13
+1% +$2.92K 0.16% 115
2021
Q4 		$248K Buy
+1,029
New +$243K 0.2% 101

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

Lifeworks Advisors's VTI Position: Q2 2026 in Review

Lifeworks Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 25% in Q2 2026, selling an estimated $219K and leaving 1,793 shares worth $663K. The position accounts for 0.07% of the portfolio, ranked #175.

Lifeworks Advisors first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. The position peaked at $828K in Q1 2024. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lifeworks Advisors held 1,793 shares of Vanguard Morningstar Total Stock Market ETF worth $663K as of Q2 2026.
  • Lifeworks Advisors sold 612 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $219K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Lifeworks Advisors's portfolio in Q2 2026, its #175 holding.
  • Lifeworks Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • Lifeworks Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $828K in Q1 2024.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.