Morey & Quinn Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Morey & Quinn 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	$908K	Buy	2,454 +218	+10%	+$77.9K	0.58%	47
2026 Q1	$717K	Buy	2,236 +962	+76%	+$323K	0.51%	51
2025 Q4	$427K	Buy	1,274 +220	+21%	+$73.2K	0.31%	78
2025 Q3	$346K	Sell	1,054 -13	-1%	-$4.11K	0.25%	95
2025 Q2	$324K	Buy	1,067 +245	+30%	+$68.9K	0.26%	92
2025 Q1	$226K	Buy	+822	New	+$239K	0.19%	115

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

Morey & Quinn Wealth Partners's VTI Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.7% in Q2 2026, buying an estimated $77.9K and bringing the position to 2,454 shares worth $908K. The position accounts for 0.58% of the portfolio, ranked #47.

Morey & Quinn Wealth Partners first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Morey & Quinn Wealth Partners held 2,454 shares of Vanguard Morningstar Total Stock Market ETF worth $908K as of Q2 2026.
Morey & Quinn Wealth Partners bought 218 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $77.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.58% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #47 holding.
Morey & Quinn Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.