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

Perfromance Wealth Partners’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 		$1.91M Sell
5,173
-153
-3% -$54.7K 0.05% 69
2026
Q1 		$1.71M Buy
5,326
+920
+21% +$309K 0.05% 68
2025
Q4 		$1.48M Buy
4,406
+851
+24% +$283K 0.04% 64
2025
Q3 		$1.17M Sell
3,555
-360
-9% -$114K 0.03% 69
2025
Q2 		$1.19M Sell
3,915
-252
-6% -$70.9K 0.04% 61
2025
Q1 		$1.15M Buy
4,167
+4
+0.1% +$1.16K 0.04% 56
2024
Q4 		$1.21M Sell
4,163
-67
-2% -$19.5K 0.04% 60
2024
Q3 		$1.2M Buy
4,230
+1,146
+37% +$313K 0.04% 59
2024
Q2 		$825K Hold
3,084
– – 0.03% 64
2024
Q1 		$802K Sell
3,084
-1,162
-27% -$287K 0.03% 69
2023
Q4 		$1.01M Buy
4,246
+87
+2% +$19.2K 0.04% 73
2023
Q3 		$883K Sell
4,159
-275
-6% -$60.9K 0.04% 79
2023
Q2 		$977K Buy
4,434
+1,401
+46% +$292K 0.04% 82
2023
Q1 		$619K Buy
3,033
+13
+0.4% +$2.6K 0.03% 98
2022
Q4 		$577K Sell
3,020
-153
-5% -$29.5K 0.03% 94
2022
Q3 		$570K Buy
3,173
+248
+8% +$49.4K 0.03% 93
2022
Q2 		$552K Sell
2,925
-463
-14% -$95.1K 0.03% 95
2022
Q1 		$771K Sell
3,388
-80
-2% -$18K 0.03% 86
2021
Q4 		$837K Buy
+3,468
New +$819K 0.03% 90

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

Perfromance Wealth Partners's VTI Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, selling an estimated $54.7K and leaving 5,173 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #69.

Perfromance Wealth Partners first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Perfromance Wealth Partners held 5,173 shares of Vanguard Morningstar Total Stock Market ETF worth $1.91M as of Q2 2026.
  • Perfromance Wealth Partners sold 153 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $54.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Perfromance Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.