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

Silverlake 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 		$3.14M Sell
8,484
-171
-2% -$61.1K 0.59% 38
2026
Q1 		$2.78M Sell
8,655
-128
-1% -$42.9K 0.58% 40
2025
Q4 		$2.94M Sell
8,783
-78
-0.9% -$25.9K 0.66% 31
2025
Q3 		$2.91M Buy
8,861
+465
+6% +$147K 0.71% 27
2025
Q2 		$2.55M Buy
8,396
+1,180
+16% +$332K 0.74% 26
2025
Q1 		$1.98M Buy
7,216
+289
+4% +$84K 0.75% 36
2024
Q4 		$2.01M Buy
6,927
+357
+5% +$104K 0.77% 33
2024
Q3 		$1.86M Buy
6,570
+229
+4% +$62.5K 0.7% 39
2024
Q2 		$1.7M Buy
6,341
+849
+15% +$220K 0.7% 33
2024
Q1 		$1.43M Sell
5,492
-157
-3% -$38.8K 0.73% 33
2023
Q4 		$1.34M Buy
5,649
+206
+4% +$45.5K 0.74% 33
2023
Q3 		$1.16M Buy
5,443
+145
+3% +$32.1K 0.65% 36
2023
Q2 		$1.17M Sell
5,298
-196
-4% -$40.9K 0.65% 38
2023
Q1 		$1.12M Sell
5,494
-255
-4% -$51K 0.68% 34
2022
Q4 		$1.1M Sell
5,749
-414
-7% -$79.8K 0.69% 35
2022
Q3 		$1.11M Sell
6,163
-854
-12% -$170K 0.75% 33
2022
Q2 		$1.32M Sell
7,017
-148
-2% -$30.4K 0.86% 25
2022
Q1 		$1.63M Sell
7,165
-3,977
-36% -$894K 0.93% 23
2021
Q4 		$2.69M Buy
+11,142
New +$2.63M 1.45% 12

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Silverlake Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $61.1K and leaving 8,484 shares worth $3.14M. The position accounts for 0.59% of the portfolio, ranked #38.

Silverlake Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Silverlake Wealth Management held 8,484 shares of Vanguard Morningstar Total Stock Market ETF worth $3.14M as of Q2 2026.
  • Silverlake Wealth Management sold 171 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $61.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Silverlake Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Silverlake Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.