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Onyx Bridge Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Onyx Bridge Wealth Group’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 		$12M Buy
32,319
+61
+0.2% +$21.8K 1.08% 20
2026
Q1 		$10.3M Sell
32,258
-211
-0.6% -$70.8K 1.11% 22
2025
Q4 		$10.9M Sell
32,469
-51
-0.2% -$17K 1.16% 19
2025
Q3 		$10.7M Sell
32,520
-356
-1% -$112K 1.16% 22
2025
Q2 		$9.99M Sell
32,876
-545
-2% -$153K 1.32% 19
2025
Q1 		$9.19M Sell
33,421
-413
-1% -$120K 1.32% 19
2024
Q4 		$9.81M Buy
33,834
+3
+0% +$875 1.41% 17
2024
Q3 		$9.58M Buy
33,831
+174
+0.5% +$47.5K 1.44% 16
2024
Q2 		$9M Sell
33,657
-8
-0% -$2.07K 1.48% 16
2024
Q1 		$8.48M Sell
33,665
-240
-0.7% -$59.4K 1.51% 15
2023
Q4 		$8.04M Sell
33,905
-539
-2% -$119K 1.62% 19
2023
Q3 		$7.32M Buy
34,444
+140
+0.4% +$31K 1.71% 17
2023
Q2 		$7.56M Buy
34,304
+32,763
+2,126% +$6.83M 1.81% 15
2023
Q1 		$315K Buy
1,541
+1
+0.1% +$200 0.13% 124
2022
Q4 		$299K Sell
1,540
-399
-21% -$76.9K 0.12% 121
2022
Q3 		$348K Sell
1,939
-10
-0.5% -$1.99K 0.16% 105
2022
Q2 		$386K Sell
1,949
-99
-5% -$20.3K 0.17% 82
2022
Q1 		$429K Sell
2,048
-44
-2% -$9.89K 0.16% 75
2021
Q4 		$508K Buy
2,092
+199
+11% +$47K 0.17% 75
2021
Q3 		$438K Buy
1,893
+405
+27% +$92.4K 0.16% 75
2021
Q2 		$331K Buy
+1,488
New +$323K 0.14% 74

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

Onyx Bridge Wealth Group's VTI Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.19% in Q2 2026, buying an estimated $21.8K and bringing the position to 32,319 shares worth $12M. The position accounts for 1.08% of the portfolio, ranked #20.

Onyx Bridge Wealth Group first reported a position in VTI in Q2 2021 and has held it in 21 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Onyx Bridge Wealth Group held 32,319 shares of Vanguard Morningstar Total Stock Market ETF worth $12M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 61 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $21.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #20 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.