Moller Wealth Partners’s Vanguard Morningstar 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Moller Wealth Partners reduced its Vanguard Morningstar 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. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Moller Wealth Partners held 1,658 shares of Vanguard Morningstar Total Stock Market ETF worth $614K as of Q2 2026.
Moller Wealth Partners sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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