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

Olistico Wealth’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 		$16.1M Buy
43,518
+655
+2% +$234K 6.89% 3
2026
Q1 		$13.8M Sell
42,863
-5,548
-11% -$1.86M 6.77% 3
2025
Q4 		$16.2M Sell
48,411
-324
-0.7% -$108K 7.92% 3
2025
Q3 		$16M Buy
48,735
+565
+1% +$178K 8.45% 3
2025
Q2 		$14.6M Buy
48,170
+2,268
+5% +$638K 8.13% 2
2025
Q1 		$13.1M Sell
45,902
-262
-0.6% -$76.1K 8.11% 2
2024
Q4 		$13.4M Buy
46,164
+3,557
+8% +$1.04M 7.78% 3
2024
Q3 		$12.1M Buy
42,607
+1,878
+5% +$512K 7.37% 3
2024
Q2 		$10.9M Buy
40,729
+1,371
+3% +$355K 6.95% 3
2024
Q1 		$10.2M Buy
39,358
+2,235
+6% +$553K 7.38% 3
2023
Q4 		$8.81M Buy
37,123
+7,017
+23% +$1.55M 6.88% 3
2023
Q3 		$6.39M Buy
30,106
+1,070
+4% +$237K 5.71% 4
2023
Q2 		$6.4M Sell
29,036
-4,610
-14% -$962K 5.47% 4
2023
Q1 		$6.87M Buy
33,646
+3,467
+11% +$694K 6.59% 3
2022
Q4 		$5.77M Buy
+30,179
New +$5.82M 6.24% 4

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

Olistico Wealth's VTI Position: Q2 2026 in Review

Olistico Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, buying an estimated $234K and bringing the position to 43,518 shares worth $16.1M. The position accounts for 6.89% of the portfolio, ranked #3.

Olistico Wealth first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.2M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Olistico Wealth held 43,518 shares of Vanguard Morningstar Total Stock Market ETF worth $16.1M as of Q2 2026.
  • Olistico Wealth bought 655 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $234K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.89% of Olistico Wealth's portfolio in Q2 2026, its #3 holding.
  • Olistico Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $16.2M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.