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

LJI Wealth Management’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 		$29.7M Sell
80,375
-2,740
-3% -$980K 4.17% 5
2026
Q1 		$26.7M Sell
83,115
-3,208
-4% -$1.08M 4.26% 6
2025
Q4 		$28.9M Buy
86,323
+2,580
+3% +$858K 4.41% 5
2025
Q3 		$27.5M Sell
83,743
-6,510
-7% -$2.06M 4.8% 4
2025
Q2 		$27.4M Sell
90,253
-25,332
-22% -$7.12M 4.78% 4
2025
Q1 		$31.8M Sell
115,585
-994
-0.9% -$289K 6.33% 3
2024
Q4 		$33.8M Buy
116,579
+65,903
+130% +$19.2M 6.65% 3
2024
Q3 		$14.3M Buy
50,676
+1,322
+3% +$361K 2.93% 8
2024
Q2 		$13.2M Buy
49,354
+1,740
+4% +$450K 2.92% 8
2024
Q1 		$12.4M Buy
47,614
+2,151
+5% +$532K 3.2% 7
2023
Q4 		$10.8M Sell
45,463
-11,716
-20% -$2.59M 2.79% 8
2023
Q3 		$12.1M Buy
57,179
+17,253
+43% +$3.82M 3.5% 6
2023
Q2 		$8.79M Buy
39,926
+1,213
+3% +$253K 2.56% 11
2023
Q1 		$7.9M Buy
38,713
+6,451
+20% +$1.29M 2.5% 11
2022
Q4 		$6.17M Buy
+32,262
New +$6.22M 2.16% 12

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

LJI Wealth Management's VTI Position: Q2 2026 in Review

LJI Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $980K and leaving 80,375 shares worth $29.7M. The position accounts for 4.17% of the portfolio, ranked #5.

LJI Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.8M in Q4 2024. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LJI Wealth Management held 80,375 shares of Vanguard Morningstar Total Stock Market ETF worth $29.7M as of Q2 2026.
  • LJI Wealth Management sold 2,740 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $980K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.17% of LJI Wealth Management's portfolio in Q2 2026, its #5 holding.
  • LJI Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $33.8M in Q4 2024.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.