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

SkyOak 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 		$3.38M Buy
9,144
+123
+1% +$44K 0.55% 48
2026
Q1 		$2.89M Buy
9,021
+94
+1% +$31.5K 0.53% 49
2025
Q4 		$2.99M Buy
8,927
+65
+0.7% +$21.6K 0.54% 48
2025
Q3 		$2.91M Buy
8,862
+72
+0.8% +$22.7K 0.55% 48
2025
Q2 		$2.67M Buy
8,790
+141
+2% +$39.7K 0.54% 50
2025
Q1 		$2.38M Buy
8,649
+142
+2% +$41.3K 0.52% 50
2024
Q4 		$2.47M Buy
8,507
+211
+3% +$61.6K 0.53% 54
2024
Q3 		$2.35M Buy
8,296
+299
+4% +$81.6K 0.52% 54
2024
Q2 		$2.14M Buy
7,997
+92
+1% +$23.8K 0.5% 54
2024
Q1 		$2.05M Buy
7,905
+1,182
+18% +$292K 0.49% 53
2023
Q4 		$1.59M Buy
6,723
+114
+2% +$25.2K 0.42% 57
2023
Q3 		$1.4M Buy
6,609
+51
+0.8% +$11.3K 0.41% 59
2023
Q2 		$1.44M Buy
6,558
+299
+5% +$62.4K 0.41% 57
2023
Q1 		$1.28M Buy
6,259
+70
+1% +$14K 0.39% 61
2022
Q4 		$1.18M Sell
6,189
-123
-2% -$23.7K 0.4% 62
2022
Q3 		$1.13M Buy
6,312
+68
+1% +$13.6K 0.41% 63
2022
Q2 		$1.18M Sell
6,244
-348
-5% -$71.5K 0.4% 67
2022
Q1 		$1.5M Buy
6,592
+965
+17% +$217K 0.42% 66
2021
Q4 		$1.36M Buy
5,627
+98
+2% +$23.1K 0.35% 74
2021
Q3 		$1.23M Buy
5,529
+100
+2% +$22.8K 0.33% 72
2021
Q2 		$1.21M Buy
5,429
+9
+0.2% +$1.95K 0.32% 73
2021
Q1 		$1.18M Buy
5,420
+203
+4% +$41.1K 0.33% 76
2020
Q4 		$1.01M Buy
5,217
+149
+3% +$27.2K 0.32% 83
2020
Q3 		$863K Buy
5,068
+385
+8% +$64.8K 0.31% 82
2020
Q2 		$733K Buy
+4,683
New +$691K 0.27% 88
2020
Q1 		– Sell
-4,085
Closed -$668K – 312
2019
Q4 		$668K Buy
+4,085
New +$640K 0.21% 109

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

SkyOak Wealth's VTI Position: Q2 2026 in Review

SkyOak Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, buying an estimated $44K and bringing the position to 9,144 shares worth $3.38M. The position accounts for 0.55% of the portfolio, ranked #48.

SkyOak Wealth first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SkyOak Wealth held 9,144 shares of Vanguard Morningstar Total Stock Market ETF worth $3.38M as of Q2 2026.
  • SkyOak Wealth bought 123 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $44K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.55% of SkyOak Wealth's portfolio in Q2 2026, its #48 holding.
  • SkyOak Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.