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

Power 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	$1.05M	Sell	2,837 -15	-0.5%	-$5.36K	0.36%	45
2026 Q1	$915K	Buy	2,852 +90	+3%	+$30.2K	0.34%	46
2025 Q4	$926K	Hold	2,762	–	–	0.33%	52
2025 Q3	$906K	Buy	2,762 +2	+0.1%	+$632	0.33%	54
2025 Q2	$839K	Hold	2,760	–	–	0.32%	54
2025 Q1	$759K	Sell	2,760 -163	-6%	-$47.4K	0.31%	58
2024 Q4	$847K	Hold	2,923	–	–	0.35%	55
2024 Q3	$828K	Hold	2,923	–	–	0.35%	53
2024 Q2	$782K	Hold	2,923	–	–	0.37%	53
2024 Q1	$760K	Sell	2,923 -550	-16%	-$136K	0.48%	44
2023 Q4	$824K	Buy	+3,473	New	+$768K	0.57%	36

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

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

Power Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.53% in Q2 2026, selling an estimated $5.36K and leaving 2,837 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #45.

Power Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Power Wealth Management held 2,837 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q2 2026.
Power Wealth Management sold 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
Vanguard Morningstar Total Stock Market ETF made up 0.36% of Power Wealth Management's portfolio in Q2 2026, its #45 holding.
Power Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.