OPWM
VTI icon

Oakwell Private Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oakwell Private Wealth Management’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 		$204M Sell
550,435
-33,423
-6% -$12M 33.77% 1
2026
Q1 		$187M Buy
583,858
+43,196
+8% +$14.5M 33.44% 1
2025
Q4 		$181M Buy
540,662
+24,041
+5% +$8M 33.84% 1
2025
Q3 		$170M Buy
516,621
+21,711
+4% +$6.86M 34.05% 1
2025
Q2 		$150M Buy
494,910
+53,179
+12% +$15M 34.64% 1
2025
Q1 		$121M Buy
441,731
+19,834
+5% +$5.76M 33.52% 1
2024
Q4 		$122M Buy
421,897
+28,704
+7% +$8.37M 34.28% 1
2024
Q3 		$111M Sell
393,193
-31,397
-7% -$8.56M 32.02% 1
2024
Q2 		$114M Buy
424,590
+23,078
+6% +$5.97M 32.07% 1
2024
Q1 		$104M Buy
401,512
+32,707
+9% +$8.09M 31.72% 1
2023
Q4 		$87.5M Buy
368,805
+29,761
+9% +$6.58M 30.58% 1
2023
Q3 		$72M Buy
339,044
+17,342
+5% +$3.84M 30.55% 1
2023
Q2 		$70.9M Buy
321,702
+38,546
+14% +$8.04M 29.64% 1
2023
Q1 		$57.8M Buy
283,156
+8,999
+3% +$1.8M 26.32% 1
2022
Q4 		$52.4M Buy
274,157
+13,233
+5% +$2.55M 25.04% 1
2022
Q3 		$46.8M Sell
260,924
-5,772
-2% -$1.15M 25.93% 1
2022
Q2 		$50.3M Buy
266,696
+15,097
+6% +$3.1M 28.69% 1
2022
Q1 		$57.3M Buy
251,599
+12,898
+5% +$2.9M 28.8% 1
2021
Q4 		$57.6M Buy
238,701
+9,356
+4% +$2.21M 28.67% 1
2021
Q3 		$50.9M Buy
229,345
+94,121
+70% +$21.5M 27.53% 1
2021
Q2 		$30.1M Buy
135,224
+27,730
+26% +$6.02M 19.34% 1
2021
Q1 		$22.2M Buy
107,494
+8,423
+9% +$1.7M 15.74% 1
2020
Q4 		$19.3M Buy
+99,071
New +$18.1M 15.16% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oakwell Private Wealth Management's VTI Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.7% in Q2 2026, selling an estimated $12M and leaving 550,435 shares worth $204M. The position accounts for 33.77% of the portfolio, ranked #1.

Oakwell Private Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Oakwell Private Wealth Management held 550,435 shares of Vanguard Morningstar Total Stock Market ETF worth $204M as of Q2 2026.
  • Oakwell Private Wealth Management sold 33,423 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12M.
  • Vanguard Morningstar Total Stock Market ETF made up 33.77% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Oakwell Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.