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

Schrum Private 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	$258K	Sell	922 -495	-35%	-$177K	0.27%	89
2026 Q1	$455K	Buy	1,417 +469	+49%	+$157K	0.35%	72
2025 Q4	$318K	Buy	948 +1	+0.1%	+$333	0.24%	102
2025 Q3	$311K	Buy	947 +19	+2%	+$6K	0.23%	102
2025 Q2	$282K	Hold	928	–	–	0.23%	102
2025 Q1	$255K	Buy	928 +10	+1%	+$2.9K	0.22%	106
2024 Q4	$266K	Sell	918 -710	-44%	-$207K	0.23%	104
2024 Q3	$461K	Buy	1,628 +477	+41%	+$130K	0.24%	99
2024 Q2	$308K	Buy	+1,151	New	+$298K	0.28%	89

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

Schrum Private Wealth Management's VTI Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 35% in Q2 2026, selling an estimated $177K and leaving 922 shares worth $258K. The position accounts for 0.27% of the portfolio, ranked #89.

Schrum Private Wealth Management first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $461K in Q3 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Schrum Private Wealth Management held 922 shares of Vanguard Morningstar Total Stock Market ETF worth $258K as of Q2 2026.
Schrum Private Wealth Management sold 495 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $177K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Schrum Private Wealth Management's portfolio in Q2 2026, its #89 holding.
Schrum Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Schrum Private Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $461K in Q3 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.