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

ShoreHaven Wealth Partners’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	$286K	Hold	774	–	–	0.09%	91
2026 Q1	$248K	Buy	774 +1	+0.1%	+$336	0.09%	92
2025 Q4	$259K	Buy	773 +128	+20%	+$42.6K	0.09%	90
2025 Q3	$212K	Buy	+645	New	+$204K	0.08%	97
2021 Q2	–	Sell	-224	Closed	-$46K	–	249
2021 Q1	$46K	Buy	224 +1	+0.4%	+$202	0.02%	120
2020 Q4	$43K	Buy	+223	New	+$40.8K	0.02%	117

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

ShoreHaven Wealth Partners's VTI Position: Q2 2026 in Review

ShoreHaven Wealth Partners held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 774 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #91.

ShoreHaven Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 6 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

ShoreHaven Wealth Partners held 774 shares of Vanguard Morningstar Total Stock Market ETF worth $286K as of Q2 2026.
ShoreHaven Wealth Partners left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #91 holding.
ShoreHaven Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 6 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.