Moller Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Moller Wealth Partners’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	$614K	Sell	1,658 -13	-0.8%	-$4.65K	0.11%	43
2026 Q1	$536K	Buy	1,671 +724	+76%	+$243K	0.11%	42
2025 Q4	$318K	Buy	947 +4	+0.4%	+$1.33K	0.07%	57
2025 Q3	$309K	Buy	943 +2	+0.2%	+$632	0.06%	55
2025 Q2	$286K	Hold	941	–	–	0.06%	60
2025 Q1	$259K	Buy	941 +88	+10%	+$25.6K	0.06%	61
2024 Q4	$247K	Buy	853 +4	+0.5%	+$1.17K	0.07%	59
2024 Q3	$240K	Buy	+849	New	+$232K	0.06%	59

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Moller Wealth Partners's VTI Position: Q2 2026 in Review

Moller Wealth Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.78% in Q2 2026, selling an estimated $4.65K and leaving 1,658 shares worth $614K. The position accounts for 0.11% of the portfolio, ranked #43.

Moller Wealth Partners first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Moller Wealth Partners held 1,658 shares of Vanguard Total Stock Market ETF worth $614K as of Q2 2026.
Moller Wealth Partners sold 13 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
Vanguard Total Stock Market ETF made up 0.11% of Moller Wealth Partners's portfolio in Q2 2026, its #43 holding.
Moller Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.