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

Provident 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	$148K	Hold	400	–	–	0.04%	103
2026 Q1	$128K	Hold	400	–	–	0.04%	92
2025 Q4	$134K	Hold	400	–	–	0.04%	95
2025 Q3	$131K	Hold	400	–	–	0.04%	97
2025 Q2	$122K	Hold	400	–	–	0.04%	91
2025 Q1	$110K	Hold	400	–	–	0.04%	91
2024 Q4	$116K	Sell	400 -400	-50%	-$117K	0.04%	91
2024 Q3	$227K	Buy	+800	New	+$218K	0.08%	78
2023 Q3	–	Sell	-280	Closed	-$61.6K	–	92
2023 Q2	$61.6K	Buy	280 +1	+0.4%	+$209	0.03%	65
2023 Q1	$56.9K	Buy	279 +2	+0.7%	+$400	0.03%	70
2022 Q4	$53K	Buy	277 +1	+0.4%	+$193	0.03%	68
2022 Q3	$50K	Sell	276 -139	-33%	-$27.7K	0.03%	70
2022 Q2	$78K	Buy	415 +141	+51%	+$29K	0.05%	65
2022 Q1	$62K	Sell	274 -656	-71%	-$148K	0.04%	77
2021 Q4	$225K	Buy	+930	New	+$220K	0.15%	54

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

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

Provident Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 400 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #103.

Provident Wealth Management first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. The position peaked at $227K in Q3 2024. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Provident Wealth Management held 400 shares of Vanguard Morningstar Total Stock Market ETF worth $148K as of Q2 2026.
Provident Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Provident Wealth Management's portfolio in Q2 2026, its #103 holding.
Provident Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
Provident Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $227K in Q3 2024.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.