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

One 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 		$575K Sell
1,553
-163
-9% -$58.3K 0.06% 163
2026
Q1 		$550K Buy
1,716
+289
+20% +$97K 0.07% 158
2025
Q4 		$478K Buy
1,427
+15
+1% +$4.99K 0.06% 177
2025
Q3 		$463K Buy
1,412
+14
+1% +$4.42K 0.06% 179
2025
Q2 		$425K Sell
1,398
-23
-2% -$6.47K 0.06% 176
2025
Q1 		$390K Buy
1,421
+196
+16% +$56.9K 0.06% 175
2024
Q4 		$355K Sell
1,225
-428
-26% -$125K 0.05% 168
2024
Q3 		$470K Sell
1,653
-136
-8% -$37.1K 0.07% 140
2024
Q2 		$470K Buy
1,789
+56
+3% +$14.5K 0.1% 103
2024
Q1 		$450K Buy
1,733
+6
+0.3% +$1.48K 0.08% 135
2023
Q4 		$410K Buy
1,727
+164
+10% +$36.3K 0.08% 126
2023
Q3 		$332K Buy
1,563
+364
+30% +$80.6K 0.07% 130
2023
Q2 		$264K Sell
1,199
-55
-4% -$11.5K 0.06% 161
2023
Q1 		$256K Sell
1,254
-120
-9% -$24K 0.06% 164
2022
Q4 		$263K Buy
1,374
+20
+1% +$3.85K 0.06% 156
2022
Q3 		$243K Sell
1,354
-40
-3% -$7.97K 0.08% 143
2022
Q2 		$263K Sell
1,394
-501
-26% -$103K 0.07% 151
2022
Q1 		$432K Sell
1,895
-427
-18% -$96K 0.11% 103
2021
Q4 		$561K Sell
2,322
-4,098
-64% -$967K 0.14% 78
2021
Q3 		$1.43M Buy
6,420
+959
+18% +$219K 0.42% 39
2021
Q2 		$1.22M Sell
5,461
-36
-0.7% -$7.81K 0.39% 41
2021
Q1 		$1.14M Sell
5,497
-71
-1% -$14.4K 0.44% 28
2020
Q4 		$1.08M Sell
5,568
-838
-13% -$153K 0.59% 14
2020
Q3 		$1.09M Sell
6,406
-1,136
-15% -$191K 0.75% 9
2020
Q2 		$1.18M Buy
7,542
+1,360
+22% +$201K 0.94% 9
2020
Q1 		$797K Buy
+6,182
New +$956K 0.79% 14
2018
Q4 		– Sell
-410
Closed -$62K – 461
2018
Q3 		$62K Buy
+410
New +$60.3K 0.05% 249

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

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

One Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.5% in Q2 2026, selling an estimated $58.3K and leaving 1,553 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #163.

One Wealth Advisors first reported a position in VTI in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.43M in Q3 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • One Wealth Advisors held 1,553 shares of Vanguard Morningstar Total Stock Market ETF worth $575K as of Q2 2026.
  • One Wealth Advisors sold 163 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $58.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of One Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • One Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 27 quarters since.
  • One Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.43M in Q3 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.