Philip James Wealth Mangement’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Philip James Wealth Mangement’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	$11.5M	Sell	31,098 -1,150	-4%	-$411K	1.29%	17
2026 Q1	$10.3M	Sell	32,248 -13,986	-30%	-$4.69M	1.19%	16
2025 Q4	$15.5M	Buy	46,234 +432	+0.9%	+$144K	1.8%	10
2025 Q3	$15M	Buy	45,802 +3,303	+8%	+$1.04M	1.75%	9
2025 Q2	$12.9M	Sell	42,499 -11	-0%	-$3.09K	1.65%	11
2025 Q1	$11.7M	Buy	42,510 +519	+1%	+$151K	1.42%	13
2024 Q4	$12.2M	Buy	41,991 +295	+0.7%	+$86.1K	1.57%	10
2024 Q3	$11.8M	Buy	41,696 +828	+2%	+$226K	1.45%	14
2024 Q2	$10.9M	Buy	40,868 +2,868	+8%	+$742K	7.28%	6
2024 Q1	$9.88M	Buy	38,000 +1,814	+5%	+$449K	7%	6
2023 Q4	$8.58M	Buy	+36,186	New	+$8M	6.65%	6

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

Philip James Wealth Mangement's VTI Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, selling an estimated $411K and leaving 31,098 shares worth $11.5M. The position accounts for 1.29% of the portfolio, ranked #17.

Philip James Wealth Mangement first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.5M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Philip James Wealth Mangement held 31,098 shares of Vanguard Morningstar Total Stock Market ETF worth $11.5M as of Q2 2026.
Philip James Wealth Mangement sold 1,150 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $411K.
Vanguard Morningstar Total Stock Market ETF made up 1.29% of Philip James Wealth Mangement's portfolio in Q2 2026, its #17 holding.
Philip James Wealth Mangement first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Philip James Wealth Mangement's Vanguard Morningstar Total Stock Market ETF position peaked at $15.5M in Q4 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.