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

Ridgecrest 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 		$1.23M Sell
3,327
-219
-6% -$78.3K 0.59% 34
2026
Q1 		$1.14M Hold
3,546
– – 0.63% 34
2025
Q4 		$1.19M Sell
3,546
-362
-9% -$120K 0.64% 32
2025
Q3 		$1.28M Sell
3,908
-19
-0.5% -$6K 0.58% 35
2025
Q2 		$1.19M Sell
3,927
-28
-0.7% -$7.88K 0.63% 36
2025
Q1 		$1.09M Sell
3,955
-230
-5% -$66.8K 0.57% 37
2024
Q4 		$1.21M Sell
4,185
-80
-2% -$23.3K 0.66% 31
2024
Q3 		$1.21M Sell
4,265
-40
-0.9% -$10.9K 0.63% 34
2024
Q2 		$1.15M Buy
4,305
+185
+4% +$47.9K 0.69% 31
2024
Q1 		$1.07M Buy
4,120
+1,200
+41% +$297K 0.64% 34
2023
Q4 		$693K Hold
2,920
– – 0.46% 46
2023
Q3 		$620K Buy
2,920
+56
+2% +$12.4K 0.44% 49
2023
Q2 		$631K Hold
2,864
– – 0.42% 50
2023
Q1 		$585K Sell
2,864
-310
-10% -$62.1K 0.42% 48
2022
Q4 		$607K Buy
3,174
+10
+0.3% +$1.93K 0.46% 41
2022
Q3 		$568K Buy
3,164
+344
+12% +$68.6K 0.46% 45
2022
Q2 		$532K Buy
2,820
+82
+3% +$16.8K 0.39% 49
2022
Q1 		$623K Buy
2,738
+273
+11% +$61.4K 0.4% 50
2021
Q4 		$595K Buy
2,465
+50
+2% +$11.8K 0.29% 65
2021
Q3 		$536K Buy
2,415
+85
+4% +$19.4K 0.29% 66
2021
Q2 		$519K Hold
2,330
– – 0.32% 63
2021
Q1 		$482K Buy
+2,330
New +$471K 0.46% 47

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ridgecrest Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.2% in Q2 2026, selling an estimated $78.3K and leaving 3,327 shares worth $1.23M. The position accounts for 0.59% of the portfolio, ranked #34.

Ridgecrest Wealth Partners first reported a position in VTI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.28M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ridgecrest Wealth Partners held 3,327 shares of Vanguard Morningstar Total Stock Market ETF worth $1.23M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 219 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $78.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Ridgecrest Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.28M in Q3 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.