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

Significant 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	–	Sell	-1,846	Closed	-$592K	–	121
2026 Q1	$592K	Buy	1,846 +12	+0.7%	+$4.03K	0.73%	39
2025 Q4	$615K	Buy	1,834 +10	+0.5%	+$3.33K	0.69%	14
2025 Q3	$599K	Buy	1,824 +6	+0.3%	+$1.9K	0.29%	33
2025 Q2	$553K	Hold	1,818	–	–	0.27%	29
2025 Q1	$500K	Sell	1,818 -21	-1%	-$6.1K	0.26%	27
2024 Q4	$533K	Buy	+1,839	New	+$537K	0.28%	23

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

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

Significant Wealth Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 1,846 shares — an estimated $592K sold.

Significant Wealth Partners first reported a position in VTI in Q4 2024 and held it in 6 quarters. The position peaked at $615K in Q4 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Significant Wealth Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Significant Wealth Partners sold 1,846 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $592K.
Significant Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 6 quarters.
Significant Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $615K in Q4 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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