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

Outlook 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	$2.06M	Buy	5,569 +406	+8%	+$145K	0.45%	52
2026 Q1	$1.66M	Sell	5,163 -23	-0.4%	-$7.72K	0.4%	54
2025 Q4	$1.74M	Sell	5,186 -465	-8%	-$155K	0.39%	50
2025 Q3	$1.85M	Sell	5,651 -195	-3%	-$61.6K	0.46%	45
2025 Q2	$1.78M	Sell	5,846 -38	-0.6%	-$10.7K	0.46%	46
2025 Q1	$1.62M	Buy	5,884 +111	+2%	+$32.2K	0.45%	43
2024 Q4	$1.67M	Sell	5,773 -322	-5%	-$94K	0.48%	38
2024 Q3	$1.73M	Buy	6,095 +46	+0.8%	+$12.5K	0.5%	38
2024 Q2	$10.7M	Sell	6,049 -402	-6%	-$104K	3.35%	6
2024 Q1	$1.68M	Buy	6,451 +22	+0.3%	+$5.44K	0.52%	41
2023 Q4	$1.53M	Sell	6,429 -379	-6%	-$83.8K	0.53%	41
2023 Q3	$1.45M	Sell	6,808 -28	-0.4%	-$6.2K	0.55%	43
2023 Q2	$1.51M	Sell	6,836 -208	-3%	-$43.4K	0.57%	41
2023 Q1	$1.44M	Sell	7,044 -729	-9%	-$146K	0.64%	37
2022 Q4	$1.49M	Sell	7,773 -3,498	-31%	-$674K	0.71%	28
2022 Q3	$2M	Buy	11,271 +45	+0.4%	+$8.97K	0.9%	27
2022 Q2	$2.12M	Sell	11,226 -510	-4%	-$105K	0.87%	27
2022 Q1	$2.67M	Sell	11,736 -261	-2%	-$58.7K	0.89%	21
2021 Q4	$2.9M	Buy	11,997 +2,557	+27%	+$604K	0.85%	23
2021 Q3	$2.1M	Buy	9,440 +534	+6%	+$122K	0.69%	36
2021 Q2	$1.99M	Buy	8,906 +1,554	+21%	+$337K	0.63%	41
2021 Q1	$1.52M	Buy	7,352 +999	+16%	+$202K	0.53%	49
2020 Q4	$1.24M	Sell	6,353 -1,260	-17%	-$230K	0.45%	59
2020 Q3	$1.3M	Buy	7,613 +2,308	+44%	+$388K	0.52%	54
2020 Q2	$830K	Buy	5,305 +3,670	+224%	+$541K	0.35%	65
2020 Q1	$211K	Sell	1,635 -2,954	-64%	-$457K	0.12%	144
2019 Q4	$751K	Buy	+4,589	New	+$719K	0.42%	49

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Outlook Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.9% in Q2 2026, buying an estimated $145K and bringing the position to 5,569 shares worth $2.06M. The position accounts for 0.45% of the portfolio, ranked #52.

Outlook Wealth Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q2 2024. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Outlook Wealth Advisors held 5,569 shares of Vanguard Morningstar Total Stock Market ETF worth $2.06M as of Q2 2026.
Outlook Wealth Advisors bought 406 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $145K.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Outlook Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Outlook Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Outlook Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $10.7M in Q2 2024.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.