Physician Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Physician Wealth Advisors’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	$420K	Buy	1,136 +32	+3%	+$11.4K	0.05%	129
2026 Q1	$354K	Buy	1,104 +12	+1%	+$4.03K	0.05%	130
2025 Q4	$366K	Buy	1,092 +867	+385%	+$288K	0.05%	123
2025 Q3	$73.8K	Hold	225	–	–	0.01%	312
2025 Q2	$68.3K	Buy	225 +24	+12%	+$6.75K	0.01%	305
2025 Q1	$55.2K	Sell	201 -1,939	-91%	-$563K	0.01%	318
2024 Q4	$620K	Buy	+2,140	New	+$624K	0.1%	84

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

Physician Wealth Advisors's VTI Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,136 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #129.

Physician Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $620K in Q4 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Physician Wealth Advisors held 1,136 shares of Vanguard Morningstar Total Stock Market ETF worth $420K as of Q2 2026.
Physician Wealth Advisors bought 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $620K in Q4 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.