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

Oak Wealth Advisors’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	$1.12M	Sell	3,024 -16	-0.5%	-$5.72K	0.54%	25
2026 Q1	$975K	Buy	3,040 +715	+31%	+$240K	0.54%	27
2025 Q4	$779K	Sell	2,325 -16	-0.7%	-$5.32K	0.45%	32
2025 Q3	$768K	Buy	2,341 +163	+7%	+$51.5K	0.45%	33
2025 Q2	$662K	Buy	2,178 +477	+28%	+$134K	0.42%	33
2025 Q1	$468K	Sell	1,701 -33	-2%	-$9.59K	0.35%	35
2024 Q4	$503K	Buy	+1,734	New	+$506K	0.39%	35

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Oak Wealth Advisors's VTI Position: Q2 2026 in Review

Oak Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.53% in Q2 2026, selling an estimated $5.72K and leaving 3,024 shares worth $1.12M. The position accounts for 0.54% of the portfolio, ranked #25.

Oak Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Oak Wealth Advisors held 3,024 shares of Vanguard Morningstar Total Stock Market ETF worth $1.12M as of Q2 2026.
Oak Wealth Advisors sold 16 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.72K.
Vanguard Morningstar Total Stock Market ETF made up 0.54% of Oak Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Oak Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.