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

Schulz Wealth’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	$334K	Buy	+902	New	+$323K	0.17%	57
2025 Q4	$262K	Sell	780 -58	-7%	-$19.3K	0.17%	57
2025 Q3	$275K	Sell	838 -19	-2%	-$6K	0.18%	55
2025 Q2	$261K	Sell	857 -1	-0.1%	-$281	0.19%	56
2025 Q1	$236K	Buy	858 +36	+4%	+$10.5K	0.18%	58
2024 Q4	$238K	Sell	822 -5	-0.6%	-$1.46K	0.18%	56
2024 Q3	$234K	Sell	827 -31	-4%	-$8.46K	0.18%	52
2024 Q2	$229K	Buy	858 +13	+2%	+$3.37K	0.19%	52
2024 Q1	$220K	Sell	845 -976	-54%	-$241K	0.19%	54
2023 Q4	$432K	Buy	+1,821	New	+$403K	0.41%	35

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

Schulz Wealth's VTI Position: Q2 2026 in Review

Schulz Wealth opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 902 shares worth $334K. The stake represents 0.17% of the portfolio and ranks #57 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in VTI as recently as Q4 2025.

Schulz Wealth first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $432K in Q4 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Schulz Wealth held 902 shares of Vanguard Morningstar Total Stock Market ETF worth $334K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Schulz Wealth position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Schulz Wealth's portfolio in Q2 2026, its #57 holding.
Schulz Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Schulz Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $432K in Q4 2023.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.