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

Revisor 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	$1.83M	Sell	4,933 -166	-3%	-$59.4K	0.44%	53
2026 Q1	$1.64M	Sell	5,099 -311	-6%	-$104K	0.45%	47
2025 Q4	$1.83M	Buy	5,410 +1,843	+52%	+$613K	0.49%	46
2025 Q3	$1.18M	Sell	3,567 -475	-12%	-$150K	0.41%	52
2025 Q2	$1.25M	Buy	4,042 +1,414	+54%	+$398K	0.45%	43
2025 Q1	$722K	Buy	2,628 +850	+48%	+$247K	0.32%	63
2024 Q4	$520K	Buy	1,778 +487	+38%	+$142K	0.48%	44
2024 Q3	$366K	Hold	1,291	–	–	0.23%	106
2024 Q2	$345K	Buy	1,291 +179	+16%	+$46.3K	0.24%	95
2024 Q1	$283K	Buy	+1,112	New	+$275K	0.13%	157
2023 Q3	–	Sell	-5,104	Closed	-$1.12M	–	176
2023 Q2	$1.12M	Sell	5,104 -10,102	-66%	-$2.11M	1.01%	23
2023 Q1	$3.1M	Buy	+15,206	New	+$3.04M	2.84%	7

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

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

Revisor Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $59.4K and leaving 4,933 shares worth $1.83M. The position accounts for 0.44% of the portfolio, ranked #53.

Revisor Wealth Management first reported a position in VTI in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.1M in Q1 2023. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Revisor Wealth Management held 4,933 shares of Vanguard Morningstar Total Stock Market ETF worth $1.83M as of Q2 2026.
Revisor Wealth Management sold 166 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $59.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.44% of Revisor Wealth Management's portfolio in Q2 2026, its #53 holding.
Revisor Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 12 quarters since.
Revisor Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.1M in Q1 2023.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.