Shared Vision Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shared Vision Wealth Group’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	$993K	Hold	2,683	–	–	0.34%	49
2026 Q1	$861K	Hold	2,683	–	–	0.35%	44
2025 Q4	$918K	Hold	2,683	–	–	0.37%	39
2025 Q3	$882K	Hold	2,683	–	–	0.37%	41
2025 Q2	$834K	Hold	2,683	–	–	0.42%	39
2025 Q1	$737K	Hold	2,683	–	–	0.4%	37
2024 Q4	$777K	Hold	2,683	–	–	0.41%	36
2024 Q3	$760K	Hold	2,683	–	–	0.41%	33
2024 Q2	$718K	Hold	2,683	–	–	0.42%	36
2024 Q1	$697K	Hold	2,683	–	–	0.44%	31
2023 Q4	$636K	Buy	+2,683	New	+$593K	0.43%	32

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

Shared Vision Wealth Group's VTI Position: Q2 2026 in Review

Shared Vision Wealth Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,683 shares worth $993K. The position accounts for 0.34% of the portfolio, ranked #49.

Shared Vision Wealth Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Shared Vision Wealth Group held 2,683 shares of Vanguard Morningstar Total Stock Market ETF worth $993K as of Q2 2026.
Shared Vision Wealth Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Shared Vision Wealth Group's portfolio in Q2 2026, its #49 holding.
Shared Vision Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.