Oak Barrel Wealth Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oak Barrel Wealth Advisory’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	$1.61M	Buy	+4,340	New	+$1.55M	0.71%	24
2025 Q4	$1.65M	Buy	+4,914	New	+$1.63M	0.98%	21

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

Oak Barrel Wealth Advisory's VTI Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 4,340 shares worth $1.61M. The stake represents 0.71% of the portfolio and ranks #24 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in VTI as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.65M in Q4 2025. 3,673 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Oak Barrel Wealth Advisory held 4,340 shares of Vanguard Morningstar Total Stock Market ETF worth $1.61M as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.71% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #24 holding.
Oak Barrel Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
Oak Barrel Wealth Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $1.65M in Q4 2025.
3,673 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.