QWM
VTI icon

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

Quaker 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 		$62.7M Buy
169,447
+1,074
+0.6% +$384K 18.25% 1
2026
Q1 		$54M Buy
168,373
+7,373
+5% +$2.47M 16.87% 1
2025
Q4 		$54M Sell
161,000
-21,964
-12% -$7.31M 17.1% 1
2025
Q3 		$60M Sell
182,964
-4,786
-3% -$1.51M 19.53% 1
2025
Q2 		$57.1M Buy
+187,750
New +$52.8M 19.11% 1
2024
Q3 		$45.7M Buy
+161,468
New +$44M 16.75% 1
2024
Q1 		$40M Buy
153,981
+65,407
+74% +$16.2M 16.2% 1
2023
Q4 		$21M Buy
88,574
+701
+0.8% +$155K 9.46% 4
2023
Q3 		$18.7M Sell
87,873
-4,333
-5% -$959K 9.1% 4
2023
Q2 		$20.3M Buy
92,206
+1,351
+1% +$282K 9.17% 4
2023
Q1 		$18.5M Sell
90,855
-15,158
-14% -$3.03M 8.66% 5
2022
Q4 		$20.3M Buy
106,013
+34
+0% +$6.55K 10.28% 3
2022
Q3 		$19M Buy
105,979
+265
+0.3% +$52.8K 9.95% 3
2022
Q2 		$19.9M Sell
105,714
-1,196
-1% -$246K 10.06% 3
2022
Q1 		$24.3M Buy
106,910
+11,387
+12% +$2.56M 10.56% 3
2021
Q4 		$23.1M Buy
+95,523
New +$22.6M 9.8% 3
2021
Q1 		$17.9M Sell
86,845
-3,394
-4% -$687K 8.32% 4
2020
Q4 		$17.6M Sell
90,239
-139
-0.2% -$25.4K 9.22% 4
2020
Q3 		$15.4M Buy
90,378
+7,555
+9% +$1.27M 8.27% 3
2020
Q2 		$13M Buy
82,823
+18,751
+29% +$2.77M 7.74% 5
2020
Q1 		$8.26M Buy
64,072
+355
+0.6% +$54.9K 5.87% 7
2019
Q4 		$10.4M Buy
+63,717
New +$9.98M 6.2% 7

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Quaker Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.64% in Q2 2026, buying an estimated $384K and bringing the position to 169,447 shares worth $62.7M. The position accounts for 18.25% of the portfolio, ranked #1.

Quaker Wealth Management first reported a position in VTI in Q4 2019 and has held it in 22 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Quaker Wealth Management held 169,447 shares of Vanguard Morningstar Total Stock Market ETF worth $62.7M as of Q2 2026.
  • Quaker Wealth Management bought 1,074 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $384K.
  • Vanguard Morningstar Total Stock Market ETF made up 18.25% of Quaker Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Quaker Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.