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

Pursue 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	$1.86M	Hold	5,024	–	–	1.04%	34
2026 Q1	$1.61M	Buy	5,024 +1	+0%	+$336	0.96%	31
2025 Q4	$1.68M	Buy	5,023 +2	+0%	+$665	0.82%	32
2025 Q3	$1.65M	Buy	5,021 +318	+7%	+$100K	0.91%	33
2025 Q2	$1.43M	Hold	4,703	–	–	0.81%	38
2025 Q1	$1.29M	Buy	4,703 +385	+9%	+$112K	0.79%	39
2024 Q4	$1.25M	Buy	4,318 +33	+0.8%	+$9.63K	0.72%	41
2024 Q3	$1.21M	Sell	4,285 -502	-10%	-$137K	0.66%	42
2024 Q2	$1.28M	Buy	4,787 +412	+9%	+$107K	0.7%	34
2024 Q1	$1.14M	Buy	4,375 +518	+13%	+$128K	0.67%	36
2023 Q4	$915K	Hold	3,857	–	–	0.59%	45
2023 Q3	$819K	Hold	3,857	–	–	0.58%	43
2023 Q2	$850K	Hold	3,857	–	–	0.53%	48
2023 Q1	$787K	Hold	3,857	–	–	0.54%	49
2022 Q4	$737K	Sell	3,857 -125	-3%	-$24.1K	0.57%	51
2022 Q3	$715K	Hold	3,982	–	–	0.51%	51
2022 Q2	$751K	Hold	3,982	–	–	0.48%	53
2022 Q1	$898K	Hold	3,982	–	–	0.37%	60
2021 Q4	$961K	Buy	+3,982	New	+$940K	0.37%	60

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

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

Pursue Wealth Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,024 shares worth $1.86M. The position accounts for 1.04% of the portfolio, ranked #34.

Pursue Wealth Partners first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Pursue Wealth Partners held 5,024 shares of Vanguard Morningstar Total Stock Market ETF worth $1.86M as of Q2 2026.
Pursue Wealth Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.04% of Pursue Wealth Partners's portfolio in Q2 2026, its #34 holding.
Pursue Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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