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One Wealth Management Investment & Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

One Wealth Management Investment & Advisory Services’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 		$3.71M Sell
10,023
-252
-2% -$90.1K 3.89% 11
2026
Q1 		$3.3M Buy
10,275
+380
+4% +$127K 3.97% 9
2025
Q4 		$3.32M Buy
9,895
+604
+7% +$201K 3.62% 9
2025
Q3 		$3.05M Buy
9,291
+365
+4% +$115K 3.54% 10
2025
Q2 		$2.71M Buy
8,926
+224
+3% +$63K 3.49% 11
2025
Q1 		$2.39M Buy
8,702
+6,581
+310% +$1.91M 3.96% 9
2024
Q4 		$615K Hold
2,121
– – 0.97% 16
2024
Q3 		$601K Sell
2,121
-22
-1% -$6K 1.05% 16
2024
Q2 		$573K Hold
2,143
– – 0.23% 61
2024
Q1 		$557K Sell
2,143
-470
-18% -$116K 0.23% 65
2023
Q4 		$620K Buy
+2,613
New +$578K 0.28% 61

Other funds holding VTI

WI
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
BP
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
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
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

One Wealth Management Investment & Advisory Services's VTI Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, selling an estimated $90.1K and leaving 10,023 shares worth $3.71M. The position accounts for 3.89% of the portfolio, ranked #11.

One Wealth Management Investment & Advisory Services first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 10,023 shares of Vanguard Morningstar Total Stock Market ETF worth $3.71M as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 252 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $90.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.89% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #11 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.