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

RWA 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 		$64.6M Buy
174,641
+6,836
+4% +$2.44M 0.62% 28
2026
Q1 		$53.8M Buy
167,805
+7,779
+5% +$2.61M 0.59% 27
2025
Q4 		$53.7M Buy
160,026
+8,328
+5% +$2.77M 0.59% 29
2025
Q3 		$49.8M Buy
151,698
+1,372
+0.9% +$433K 0.57% 28
2025
Q2 		$45.7M Sell
150,326
-3,869
-3% -$1.09M 0.57% 27
2025
Q1 		$42.4M Buy
154,195
+25,515
+20% +$7.41M 0.53% 29
2024
Q4 		$37.3M Sell
128,680
-177
-0.1% -$51.6K 0.46% 37
2024
Q3 		$36.5M Buy
128,857
+1,389
+1% +$379K 0.46% 33
2024
Q2 		$34.1M Sell
127,468
-6,651
-5% -$1.72M 0.45% 37
2024
Q1 		$34.9M Sell
134,119
-367
-0.3% -$90.8K 0.47% 34
2023
Q4 		$31.9M Buy
134,486
+105,254
+360% +$23.3M 0.46% 34
2023
Q3 		$6.21M Buy
29,232
+3,301
+13% +$731K 0.14% 76
2023
Q2 		$5.71M Buy
25,931
+12,229
+89% +$2.55M 0.13% 70
2023
Q1 		$2.8M Sell
13,702
-30
-0.2% -$6K 0.07% 89
2022
Q4 		$2.72M Sell
13,732
-38
-0.3% -$7.32K 0.07% 90
2022
Q3 		$2.47M Buy
13,770
+242
+2% +$48.2K 0.17% 84
2022
Q2 		$2.55M Sell
13,528
-68
-0.5% -$14K 0.17% 82
2022
Q1 		$3.1M Buy
13,596
+20
+0.1% +$4.5K 0.2% 89
2021
Q4 		$3.28M Sell
13,576
-119
-0.9% -$28.1K 0.22% 85
2021
Q3 		$3.04M Buy
13,695
+6,908
+102% +$1.58M 0.23% 84
2021
Q2 		$1.51M Sell
6,787
-37
-0.5% -$8.03K 0.11% 103
2021
Q1 		$1.41M Sell
6,824
-696
-9% -$141K 0.11% 105
2020
Q4 		$1.46M Sell
7,520
-54
-0.7% -$9.87K 0.13% 99
2020
Q3 		$1.29M Buy
7,574
+683
+10% +$115K 0.14% 94
2020
Q2 		$1.08M Sell
6,891
-707
-9% -$104K 0.13% 95
2020
Q1 		$979K Buy
7,598
+298
+4% +$46.1K 0.14% 99
2019
Q4 		$1.19M Sell
7,300
-65
-0.9% -$10.2K 0.12% 108
2019
Q3 		$1.11M Sell
7,365
-289
-4% -$43.6K 0.12% 112
2019
Q2 		$1.15M Buy
7,654
+158
+2% +$23.3K 0.12% 108
2019
Q1 		$1.08M Sell
7,496
-333
-4% -$46.5K 0.12% 112
2018
Q4 		$999K Buy
7,829
+2
+0% +$276 0.13% 111
2018
Q3 		$1.17M Hold
7,827
– – 0.13% 109
2018
Q2 		$1.1M Sell
7,827
-443
-5% -$61.8K 0.12% 117
2018
Q1 		$1.12M Buy
8,270
+1,390
+20% +$195K 0.14% 109
2017
Q4 		$944K Sell
6,880
-382
-5% -$51.1K 0.11% 121
2017
Q3 		$941K Sell
7,262
-154
-2% -$19.5K 0.11% 118
2017
Q2 		$923K Sell
7,416
-228
-3% -$28.1K 0.11% 101
2017
Q1 		$927K Buy
7,644
+2,544
+50% +$305K 0.12% 101
2016
Q4 		$588K Buy
+5,100
New +$574K 0.53% 17

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

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

RWA Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.1% in Q2 2026, buying an estimated $2.44M and bringing the position to 174,641 shares worth $64.6M. The position accounts for 0.62% of the portfolio, ranked #28.

RWA Wealth Partners first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • RWA Wealth Partners held 174,641 shares of Vanguard Morningstar Total Stock Market ETF worth $64.6M as of Q2 2026.
  • RWA Wealth Partners bought 6,836 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.44M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.62% of RWA Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.