Oxinas Partners Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oxinas Partners Wealth Management’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	$455K	Sell	1,231 -49	-4%	-$17.5K	0.18%	89
2026 Q1	$411K	Buy	1,280 +393	+44%	+$132K	0.19%	91
2025 Q4	$297K	Buy	887 +136	+18%	+$45.2K	0.14%	103
2025 Q3	$246K	Sell	751 -492	-40%	-$155K	0.13%	108
2025 Q2	$378K	Hold	1,243	–	–	0.19%	91
2025 Q1	$342K	Buy	1,243 +428	+53%	+$124K	0.2%	87
2024 Q4	$236K	Sell	815 -526	-39%	-$153K	0.14%	106
2024 Q3	$380K	Buy	1,341 +1	+0.1%	+$273	0.23%	80
2024 Q2	$358K	Sell	1,340 -36	-3%	-$9.32K	0.24%	84
2024 Q1	$358K	Buy	1,376 +429	+45%	+$106K	0.23%	85
2023 Q4	$225K	Buy	947 +2	+0.2%	+$442	0.16%	107
2023 Q3	$201K	Buy	945 +11	+1%	+$2.44K	0.15%	112
2023 Q2	$206K	Buy	+934	New	+$195K	0.13%	117

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

Oxinas Partners Wealth Management's VTI Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q2 2026, selling an estimated $17.5K and leaving 1,231 shares worth $455K. The position accounts for 0.18% of the portfolio, ranked #89.

Oxinas Partners Wealth Management first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Oxinas Partners Wealth Management held 1,231 shares of Vanguard Morningstar Total Stock Market ETF worth $455K as of Q2 2026.
Oxinas Partners Wealth Management sold 49 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #89 holding.
Oxinas Partners Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.