Quest 10 Wealth Builders’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Quest 10 Wealth Builders’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	$1.4M	Sell	3,774 -162	-4%	-$57.9K	1.09%	22
2026 Q1	$1.26M	Sell	3,936 -46	-1%	-$15.4K	1.11%	21
2025 Q4	$1.33M	Sell	3,982 -10	-0.3%	-$3.33K	1.19%	18
2025 Q3	$1.31M	Sell	3,992 -5	-0.1%	-$1.58K	1.21%	18
2025 Q2	$1.21M	Buy	3,997 +62	+2%	+$17.4K	1.18%	17
2025 Q1	$1.08M	Sell	3,935 -1,238	-24%	-$360K	1.16%	18
2024 Q4	$1.5M	Buy	+5,173	New	+$1.51M	1.49%	14

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

Quest 10 Wealth Builders's VTI Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.1% in Q2 2026, selling an estimated $57.9K and leaving 3,774 shares worth $1.4M. The position accounts for 1.09% of the portfolio, ranked #22.

Quest 10 Wealth Builders first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Quest 10 Wealth Builders held 3,774 shares of Vanguard Morningstar Total Stock Market ETF worth $1.4M as of Q2 2026.
Quest 10 Wealth Builders sold 162 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $57.9K.
Vanguard Morningstar Total Stock Market ETF made up 1.09% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #22 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Vanguard Morningstar Total Stock Market ETF position peaked at $1.5M in Q4 2024.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.