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LPWM LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LPWM LLC’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 		$2.73M Buy
7,385
+101
+1% +$36.1K 0.61% 28
2026
Q1 		$2.34M Buy
7,284
+293
+4% +$98.3K 0.59% 27
2025
Q4 		$2.34M Buy
6,991
+204
+3% +$67.9K 0.59% 29
2025
Q3 		$2.23M Buy
6,787
+86
+1% +$27.2K 0.59% 29
2025
Q2 		$2.04M Sell
6,701
-28
-0.4% -$7.88K 0.59% 28
2025
Q1 		$1.85M Buy
6,729
+59
+0.9% +$17.1K 0.6% 26
2024
Q4 		$1.93M Sell
6,670
-691
-9% -$202K 0.62% 29
2024
Q3 		$2.06M Sell
7,361
-1,016
-12% -$277K 0.67% 26
2024
Q2 		$2.28M Buy
8,377
+599
+8% +$155K 0.79% 26
2024
Q1 		$1.98M Buy
7,778
+464
+6% +$115K 0.73% 26
2023
Q4 		$1.7M Buy
7,314
+899
+14% +$199K 0.67% 25
2023
Q3 		$1.36M Buy
6,415
+656
+11% +$145K 0.61% 28
2023
Q2 		$1.27M Sell
5,759
-51
-0.9% -$10.6K 0.56% 26
2023
Q1 		$1.19M Sell
5,810
-33
-0.6% -$6.61K 0.57% 26
2022
Q4 		$1.14M Sell
5,843
-1,855
-24% -$357K 0.62% 25
2022
Q3 		$1.38M Buy
7,698
+577
+8% +$115K 0.82% 22
2022
Q2 		$1.39M Sell
7,121
-22
-0.3% -$4.52K 0.77% 23
2022
Q1 		$1.61M Buy
7,143
+37
+0.5% +$8.32K 0.8% 21
2021
Q4 		$1.72M Buy
7,106
+383
+6% +$90.4K 0.91% 17
2021
Q3 		$1.51M Buy
6,723
+178
+3% +$40.6K 0.9% 18
2021
Q2 		$1.48M Sell
6,545
-119
-2% -$25.8K 0.89% 17
2021
Q1 		$1.4M Buy
6,664
+684
+11% +$138K 0.94% 17
2020
Q4 		$1.16M Sell
5,980
-1,662
-22% -$304K 0.87% 18
2020
Q3 		$1.31M Buy
7,642
+54
+0.7% +$9.08K 1.06% 17
2020
Q2 		$1.19M Buy
7,588
+203
+3% +$29.9K 1.08% 17
2020
Q1 		$952K Sell
7,385
-1,556
-17% -$241K 1.04% 14
2019
Q4 		$1.46M Buy
+8,941
New +$1.4M 1.35% 14

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

LPWM LLC's VTI Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, buying an estimated $36.1K and bringing the position to 7,385 shares worth $2.73M. The position accounts for 0.61% of the portfolio, ranked #28.

LPWM LLC first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LPWM LLC held 7,385 shares of Vanguard Morningstar Total Stock Market ETF worth $2.73M as of Q2 2026.
  • LPWM LLC bought 101 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.61% of LPWM LLC's portfolio in Q2 2026, its #28 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.