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

Quotient 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	$2.61M	Sell	7,058 -2,176	-24%	-$778K	0.06%	80
2026 Q1	$2.96M	Buy	9,234 +377	+4%	+$126K	0.08%	69
2025 Q4	$2.97M	Buy	8,857 +642	+8%	+$214K	0.08%	64
2025 Q3	$2.7M	Buy	8,215 +2,832	+53%	+$895K	0.07%	65
2025 Q2	$1.64M	Buy	5,383 +1,259	+31%	+$354K	0.05%	90
2025 Q1	$1.13M	Buy	4,124 +192	+5%	+$55.8K	0.04%	101
2024 Q4	$1.14M	Buy	3,932 +262	+7%	+$76.4K	0.04%	92
2024 Q3	$1.04M	Buy	3,670 +1,079	+42%	+$294K	0.03%	106
2024 Q2	$693K	Buy	2,591 +675	+35%	+$175K	0.02%	130
2024 Q1	$498K	Buy	1,916 +222	+13%	+$54.9K	0.02%	172
2023 Q4	$402K	Buy	+1,694	New	+$375K	0.02%	192

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

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

Quotient Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2026, selling an estimated $778K and leaving 7,058 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #80.

Quotient Wealth Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.97M in Q4 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Quotient Wealth Partners held 7,058 shares of Vanguard Morningstar Total Stock Market ETF worth $2.61M as of Q2 2026.
Quotient Wealth Partners sold 2,176 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $778K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Quotient Wealth Partners's portfolio in Q2 2026, its #80 holding.
Quotient Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $2.97M in Q4 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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