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

Palumbo 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 		$807K Buy
2,180
+7
+0.3% +$2.5K 0.17% 95
2026
Q1 		$697K Sell
2,173
-34
-2% -$11.4K 0.17% 93
2025
Q4 		$740K Buy
+2,207
New +$734K 0.18% 91
2025
Q3 		– Sell
-2,280
Closed -$693K – 223
2025
Q2 		$693K Sell
2,280
-35
-2% -$9.84K 0.21% 78
2025
Q1 		$636K Buy
2,315
+43
+2% +$12.5K 0.21% 75
2024
Q4 		$659K Buy
2,272
+7
+0.3% +$2.04K 0.25% 71
2024
Q3 		$641K Buy
2,265
+14
+0.6% +$3.82K 0.25% 73
2024
Q2 		$602K Sell
2,251
-61
-3% -$15.8K 0.25% 70
2024
Q1 		$601K Buy
2,312
+80
+4% +$19.8K 0.27% 69
2023
Q4 		$529K Buy
2,232
+39
+2% +$8.62K 0.27% 71
2023
Q3 		$466K Buy
2,193
+9
+0.4% +$1.99K 0.26% 69
2023
Q2 		$481K Buy
2,184
+8
+0.4% +$1.67K 0.29% 61
2023
Q1 		$444K Sell
2,176
-4
-0.2% -$801 0.3% 61
2022
Q4 		$417K Buy
2,180
+10
+0.5% +$1.93K 0.33% 58
2022
Q3 		$389K Buy
2,170
+9
+0.4% +$1.79K 0.33% 58
2022
Q2 		$408K Buy
2,161
+766
+55% +$157K 0.32% 59
2022
Q1 		$318K Buy
1,395
+4
+0.3% +$900 0.2% 72
2021
Q4 		$336K Buy
1,391
+5
+0.4% +$1.18K 0.21% 74
2021
Q3 		$308K Buy
1,386
+4
+0.3% +$912 0.2% 78
2021
Q2 		$308K Sell
1,382
-36
-3% -$7.81K 0.21% 80
2021
Q1 		$293K Buy
1,418
+4
+0.3% +$809 0.22% 81
2020
Q4 		$275K Buy
+1,414
New +$258K 0.22% 76

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

Palumbo Wealth Management's VTI Position: Q2 2026 in Review

Palumbo Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,180 shares worth $807K. The position accounts for 0.17% of the portfolio, ranked #95.

Palumbo Wealth Management first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Palumbo Wealth Management held 2,180 shares of Vanguard Morningstar Total Stock Market ETF worth $807K as of Q2 2026.
  • Palumbo Wealth Management bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Palumbo Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Palumbo Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.