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

Ruedi 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	$431K	Sell	1,164 -4	-0.3%	-$1.43K	0.1%	48
2026 Q1	$375K	Buy	1,168 +48	+4%	+$16.1K	0.1%	49
2025 Q4	$376K	Buy	1,120 +11	+1%	+$3.66K	0.1%	47
2025 Q3	$364K	Sell	1,109 -4,043	-78%	-$1.28M	0.1%	47
2025 Q2	$1.57M	Buy	5,152 +429	+9%	+$121K	0.46%	26
2025 Q1	$1.3M	Buy	4,723 +3,652	+341%	+$1.06M	0.41%	22
2024 Q4	$310K	Sell	1,071 -5	-0.5%	-$1.46K	0.1%	42
2024 Q3	$305K	Buy	1,076 +2	+0.2%	+$546	0.1%	44
2024 Q2	$287K	Sell	1,074 -2,726	-72%	-$706K	0.11%	45
2024 Q1	$988K	Buy	3,800 +2,516	+196%	+$622K	0.42%	22
2023 Q4	$305K	Sell	1,284 -1	-0.1%	-$221	0.14%	43
2023 Q3	$273K	Buy	1,285 +156	+14%	+$34.5K	0.16%	40
2023 Q2	$249K	Sell	1,129 -13	-1%	-$2.71K	0.15%	40
2023 Q1	$233K	Buy	1,142 +355	+45%	+$71.1K	0.15%	39
2022 Q4	$259K	Buy	+787	New	+$152K	0.18%	36

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

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

Ruedi Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.34% in Q2 2026, selling an estimated $1.43K and leaving 1,164 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #48.

Ruedi Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q2 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ruedi Wealth Management held 1,164 shares of Vanguard Morningstar Total Stock Market ETF worth $431K as of Q2 2026.
Ruedi Wealth Management sold 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Ruedi Wealth Management's portfolio in Q2 2026, its #48 holding.
Ruedi Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Ruedi Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.57M in Q2 2025.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.