LIWM
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Long Island Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Long Island 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 		$20.4M Buy
55,238
+49
+0.1% +$17.5K 8.44% 2
2026
Q1 		$17.7M Sell
55,189
-983
-2% -$330K 8.21% 3
2025
Q4 		$18.8M Buy
56,172
+68
+0.1% +$22.6K 8.91% 1
2025
Q3 		$18.4M Sell
56,104
-174
-0.3% -$55K 8.96% 1
2025
Q2 		$17.1M Sell
56,278
-1,254
-2% -$353K 8.88% 2
2025
Q1 		$15.8M Sell
57,532
-581
-1% -$169K 9.63% 1
2024
Q4 		$16.8M Sell
58,113
-179
-0.3% -$52.2K 10.54% 1
2024
Q3 		$16.5M Buy
58,292
+131
+0.2% +$35.7K 10.84% 1
2024
Q2 		$15.6M Buy
58,161
+778
+1% +$201K 10.98% 1
2024
Q1 		$14.9M Sell
57,383
-1,891
-3% -$468K 10.53% 1
2023
Q4 		$14.1M Buy
+59,274
New +$13.1M 10.03% 1

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

Long Island Wealth Management's VTI Position: Q2 2026 in Review

Long Island Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, buying an estimated $17.5K and bringing the position to 55,238 shares worth $20.4M. The position accounts for 8.44% of the portfolio, ranked #2.

Long Island Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Long Island Wealth Management held 55,238 shares of Vanguard Morningstar Total Stock Market ETF worth $20.4M as of Q2 2026.
  • Long Island Wealth Management bought 49 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 8.44% of Long Island Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Long Island Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.