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

Simplicity Wealth’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	$3.88M	Buy	10,486 +2,603	+33%	+$931K	0.13%	170
2026 Q1	$2.53M	Sell	7,883 -303	-4%	-$102K	0.14%	152
2025 Q4	$2.74M	Sell	8,186 -2,136	-21%	-$711K	0.16%	139
2025 Q3	$3.39M	Buy	10,322 +50	+0.5%	+$15.8K	0.2%	117
2025 Q2	$3.12M	Buy	10,272 +2,705	+36%	+$761K	0.13%	159
2025 Q1	$2.08M	Buy	7,567 +3,140	+71%	+$912K	0.16%	148
2024 Q4	$1.28M	Sell	4,427 -2,203	-33%	-$643K	0.27%	70
2024 Q3	$1.88M	Sell	6,630 -38,496	-85%	-$10.5M	0.17%	116
2024 Q2	$12.1M	Sell	45,126 -604	-1%	-$156K	0.27%	77
2024 Q1	$11.9M	Buy	+45,730	New	+$11.3M	0.28%	72

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

Simplicity Wealth's VTI Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 33% in Q2 2026, buying an estimated $931K and bringing the position to 10,486 shares worth $3.88M. The position accounts for 0.13% of the portfolio, ranked #170.

Simplicity Wealth first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.1M in Q2 2024. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Simplicity Wealth held 10,486 shares of Vanguard Morningstar Total Stock Market ETF worth $3.88M as of Q2 2026.
Simplicity Wealth bought 2,603 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $931K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #170 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $12.1M in Q2 2024.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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