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

Seed 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 		$2.93M Buy
7,915
+750
+10% +$268K 1.85% 11
2026
Q1 		$2.3M Hold
7,165
– – 1.58% 13
2025
Q4 		$2.4M Sell
7,165
-400
-5% -$133K 1.66% 13
2025
Q3 		$2.48M Sell
7,565
-50
-0.7% -$15.8K 1.71% 12
2025
Q2 		$2.31M Sell
7,615
-200
-3% -$56.3K 1.72% 17
2025
Q1 		$2.15M Sell
7,815
-350
-4% -$102K 1.75% 13
2024
Q4 		$2.37M Sell
8,165
-1,550
-16% -$452K 1.91% 12
2024
Q3 		$2.75M Sell
9,715
-570
-6% -$155K 2.2% 10
2024
Q2 		$2.75M Sell
10,285
-100
-1% -$25.9K 2.4% 10
2024
Q1 		$2.7M Sell
10,385
-1,400
-12% -$346K 2.58% 7
2023
Q4 		$2.78M Buy
11,785
+1,300
+12% +$287K 2.8% 6
2023
Q3 		$2.23M Buy
10,485
+365
+4% +$80.8K 2.5% 9
2023
Q2 		$2.23M Sell
10,120
-464
-4% -$96.8K 2.36% 9
2023
Q1 		$2.16M Buy
10,584
+104
+1% +$20.8K 2.45% 9
2022
Q4 		$2M Buy
+10,480
New +$2.02M 2.29% 9

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Seed Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $268K and bringing the position to 7,915 shares worth $2.93M. The position accounts for 1.85% of the portfolio, ranked #11.

Seed Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 1,814 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Seed Wealth Management held 7,915 shares of Vanguard Morningstar Total Stock Market ETF worth $2.93M as of Q2 2026.
  • Seed Wealth Management bought 750 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $268K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.85% of Seed Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Seed Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.