O3W
VTI icon

Omni 360 Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Omni 360 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 		$3.41M Buy
9,215
+1,223
+15% +$437K 1.58% 17
2026
Q1 		$2.56M Sell
7,992
-4
-0.1% -$1.34K 1.32% 22
2025
Q4 		$2.73M Buy
7,996
+1,418
+22% +$472K 1.4% 21
2025
Q3 		$2.16M Buy
6,578
+303
+5% +$95.7K 1.21% 22
2025
Q2 		$1.91M Sell
6,275
-227
-3% -$63.8K 1.18% 22
2025
Q1 		$1.79M Sell
6,502
-2,926
-31% -$850K 1.2% 22
2024
Q4 		$2.73M Sell
9,428
-606
-6% -$177K 1.82% 13
2024
Q3 		$2.84M Sell
10,034
-117
-1% -$31.9K 1.95% 13
2024
Q2 		$2.72M Sell
10,151
-11
-0.1% -$2.85K 2.06% 12
2024
Q1 		$2.64M Buy
10,162
+185
+2% +$45.8K 2.18% 12
2023
Q4 		$2.37M Buy
+9,977
New +$2.21M 2.21% 12

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

Omni 360 Wealth's VTI Position: Q2 2026 in Review

Omni 360 Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $437K and bringing the position to 9,215 shares worth $3.41M. The position accounts for 1.58% of the portfolio, ranked #17.

Omni 360 Wealth first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Omni 360 Wealth held 9,215 shares of Vanguard Morningstar Total Stock Market ETF worth $3.41M as of Q2 2026.
  • Omni 360 Wealth bought 1,223 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $437K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.58% of Omni 360 Wealth's portfolio in Q2 2026, its #17 holding.
  • Omni 360 Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.