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

Serenus Wealth 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	$14.8M	Buy	48,776 +6,704	+16%	+$2.4M	2.58%	8
2026 Q1	$10.7M	Buy	42,072 +8,241	+24%	+$2.76M	2.13%	9
2025 Q4	$8.37M	Buy	33,831 +8,144	+32%	+$2.71M	1.62%	10
2025 Q3	$5.52M	Buy	25,687 +2,683	+12%	+$848K	0.94%	12
2025 Q2	$4.3M	Buy	23,004 +9,221	+67%	+$2.59M	0.73%	12
2025 Q1	$3.79M	Buy	13,783 +247	+2%	+$71.8K	0.63%	13
2024 Q4	$3.92M	Buy	+13,536	New	+$3.95M	0.68%	13

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

Serenus Wealth Advisors's VTI Position: Q2 2026 in Review

Serenus Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, buying an estimated $2.4M and bringing the position to 48,776 shares worth $14.8M. The position accounts for 2.58% of the portfolio, ranked #8.

Serenus Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Serenus Wealth Advisors held 48,776 shares of Vanguard Morningstar Total Stock Market ETF worth $14.8M as of Q2 2026.
Serenus Wealth Advisors bought 6,704 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.4M.
Vanguard Morningstar Total Stock Market ETF made up 2.58% of Serenus Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Serenus Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.