Moneywise Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Moneywise Inc’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	$1.22M	Sell	3,310 -5	-0.2%	-$1.79K	0.46%	43
2026 Q1	$1.06M	Sell	3,315 -271	-8%	-$90.9K	0.46%	45
2025 Q4	$1.2M	Sell	3,586 -336	-9%	-$112K	0.5%	42
2025 Q3	$1.29M	Sell	3,922 -431	-10%	-$136K	0.58%	31
2025 Q2	$1.32M	Buy	4,353 +940	+28%	+$264K	0.62%	34
2025 Q1	$938K	Sell	3,413 -1	-0%	-$291	0.5%	32
2024 Q4	$989K	Buy	3,414 +891	+35%	+$260K	0.5%	34
2024 Q3	$714K	Buy	+2,523	New	+$688K	0.35%	41
2019 Q4	–	Sell	-1,691	Closed	-$255K	–	44
2019 Q3	$255K	Sell	1,691 -42	-2%	-$6.33K	0.21%	33
2019 Q2	$260K	Buy	+1,733	New	+$255K	0.2%	34

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

Moneywise Inc's VTI Position: Q2 2026 in Review

Moneywise Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, selling an estimated $1.79K and leaving 3,310 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #43.

Moneywise Inc first reported a position in VTI in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.32M in Q2 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Moneywise Inc held 3,310 shares of Vanguard Morningstar Total Stock Market ETF worth $1.22M as of Q2 2026.
Moneywise Inc sold 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
Vanguard Morningstar Total Stock Market ETF made up 0.46% of Moneywise Inc's portfolio in Q2 2026, its #43 holding.
Moneywise Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 10 quarters since.
Moneywise Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $1.32M in Q2 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.