Oak Harbor Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oak Harbor 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	$626K	Sell	1,692 -184	-10%	-$65.8K	0.23%	85
2026 Q1	$602K	Buy	1,876 +188	+11%	+$63.1K	0.14%	129
2025 Q4	$566K	Buy	1,688 +907	+116%	+$302K	0.14%	126
2025 Q3	$256K	Buy	781 +323	+71%	+$102K	0.06%	178
2025 Q2	$139K	Buy	458 +377	+465%	+$106K	0.04%	197
2025 Q1	$22.3K	Hold	81	–	–	0.01%	229
2024 Q4	$23.5K	Hold	81	–	–	0.01%	207
2024 Q3	$22.9K	Hold	81	–	–	0.01%	200
2024 Q2	$21.7K	Hold	81	–	–	0.01%	199
2024 Q1	$21.1K	Hold	81	–	–	0.01%	204
2023 Q4	$19.2K	Hold	81	–	–	0.01%	204
2023 Q3	$17.2K	Hold	81	–	–	0.01%	203
2023 Q2	$17.8K	Sell	81 -796	-91%	-$166K	0.01%	211
2023 Q1	$179K	Hold	877	–	–	0.07%	167
2022 Q4	$168K	Buy	877 +796	+983%	+$153K	0.06%	161
2022 Q3	$15K	Buy	81 +25	+45%	+$4.98K	0.01%	196
2022 Q2	$11K	Sell	56 -12	-18%	-$2.46K	﹤0.01%	204
2022 Q1	$15K	Hold	68	–	–	﹤0.01%	212
2021 Q4	$16K	Buy	+68	New	+$16.1K	0.01%	219

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

Oak Harbor Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.8% in Q2 2026, selling an estimated $65.8K and leaving 1,692 shares worth $626K. The position accounts for 0.23% of the portfolio, ranked #85.

Oak Harbor Wealth Partners first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Oak Harbor Wealth Partners held 1,692 shares of Vanguard Morningstar Total Stock Market ETF worth $626K as of Q2 2026.
Oak Harbor Wealth Partners sold 184 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $65.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #85 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.