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Schwarz Dygos Wheeler Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$732K Sell
1,978
-87
-4% -$31.1K 0.14% 96
2026
Q1 		$663K Hold
2,065
– – 0.14% 94
2025
Q4 		$693K Sell
2,065
-138
-6% -$45.9K 0.14% 94
2025
Q3 		$723K Hold
2,203
– – 0.15% 92
2025
Q2 		$670K Sell
2,203
-65
-3% -$18.3K 0.15% 95
2025
Q1 		$624K Hold
2,268
– – 0.15% 94
2024
Q4 		$658K Hold
2,268
– – 0.16% 92
2024
Q3 		$642K Sell
2,268
-721
-24% -$197K 0.16% 94
2024
Q2 		$800K Buy
2,989
+1,242
+71% +$321K 0.21% 74
2024
Q1 		$454K Hold
1,747
– – 0.13% 100
2023
Q4 		$415K Sell
1,747
-20
-1% -$4.42K 0.13% 103
2023
Q3 		$376K Hold
1,767
– – 0.13% 102
2023
Q2 		$389K Hold
1,767
– – 0.13% 101
2023
Q1 		$361K Sell
1,767
-1
-0.1% -$200 0.13% 97
2022
Q4 		$338K Buy
1,768
+107
+6% +$20.6K 0.13% 97
2022
Q3 		$298K Buy
1,661
+316
+23% +$63K 0.13% 89
2022
Q2 		$254K Hold
1,345
– – 0.1% 105
2022
Q1 		$306K Buy
+1,345
New +$302K 0.1% 108

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

Schwarz Dygos Wheeler Investment Advisors's VTI Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, selling an estimated $31.1K and leaving 1,978 shares worth $732K. The position accounts for 0.14% of the portfolio, ranked #96.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $800K in Q2 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,978 shares of Vanguard Morningstar Total Stock Market ETF worth $732K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 87 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $800K in Q2 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.