Retirement Wealth Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Retirement Wealth Solutions’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	$1.02M	Sell	2,750 -10	-0.4%	-$3.58K	0.56%	35
2026 Q1	$886K	Buy	2,760 +158	+6%	+$53K	0.56%	34
2025 Q4	$872K	Buy	2,602 +145	+6%	+$48.2K	0.55%	33
2025 Q3	$806K	Buy	2,457 +35	+1%	+$11.1K	0.53%	34
2025 Q2	$736K	Buy	2,422 +42	+2%	+$11.8K	0.54%	29
2025 Q1	$654K	Sell	2,380 -59	-2%	-$17.1K	0.53%	30
2024 Q4	$701K	Buy	+2,439	New	+$712K	0.59%	26

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

Retirement Wealth Solutions's VTI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.36% in Q2 2026, selling an estimated $3.58K and leaving 2,750 shares worth $1.02M. The position accounts for 0.56% of the portfolio, ranked #35.

Retirement Wealth Solutions first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Retirement Wealth Solutions held 2,750 shares of Vanguard Morningstar Total Stock Market ETF worth $1.02M as of Q2 2026.
Retirement Wealth Solutions sold 10 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.58K.
Vanguard Morningstar Total Stock Market ETF made up 0.56% of Retirement Wealth Solutions's portfolio in Q2 2026, its #35 holding.
Retirement Wealth Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.