Oxler Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Oxler Private Wealth’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 Q3	$767K	Hold	2,049	–	–	0.21%	50
2026 Q2	$758K	Hold	2,049	–	–	0.22%	50
2026 Q1	$657K	Hold	2,049	–	–	0.21%	52
2025 Q4	$687K	Hold	2,049	–	–	0.2%	53
2025 Q3	$672K	Hold	2,049	–	–	0.2%	55
2025 Q2	$623K	Hold	2,049	–	–	0.2%	57
2025 Q1	$563K	Hold	2,049	–	–	0.2%	60
2024 Q4	$594K	Hold	2,049	–	–	0.2%	58
2024 Q3	$580K	Buy	+2,049	New	+$559K	0.2%	59
2022 Q4	–	Sell	-300	Closed	-$28.8K	–	329
2022 Q3	$28.8K	Buy	+300	New	+$59.8K	0.02%	261

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Oxler Private Wealth's VTI Position: Q3 2026 in Review

Oxler Private Wealth held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 2,049 shares worth $767K. The position accounts for 0.21% of the portfolio, ranked #50.

Oxler Private Wealth first reported a position in VTI in Q3 2022 and has held it in 10 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Oxler Private Wealth held 2,049 shares of Vanguard Morningstar Total Stock Market ETF worth $767K as of Q3 2026.
Oxler Private Wealth left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Oxler Private Wealth's portfolio in Q3 2026, its #50 holding.
Oxler Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 10 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.