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

Smallwood Wealth Investment 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 		$11.2M Sell
30,179
-23
-0.1% -$8.22K 4.88% 3
2026
Q1 		$9.69M Buy
30,202
+102
+0.3% +$34.2K 5.11% 3
2025
Q4 		$10.1M Sell
30,100
-2,849
-9% -$948K 5.28% 3
2025
Q3 		$10.8M Buy
32,949
+61
+0.2% +$19.3K 5.51% 3
2025
Q2 		$10M Buy
32,888
+7,250
+28% +$2.04M 5.7% 2
2025
Q1 		$7.05M Sell
25,638
-696
-3% -$202K 4.44% 4
2024
Q4 		$7.63M Sell
26,334
-999
-4% -$291K 5.21% 3
2024
Q3 		$7.74M Sell
27,333
-8
-0% -$2.18K 5.52% 3
2024
Q2 		$7.31M Sell
27,341
-1,843
-6% -$477K 5.65% 3
2024
Q1 		$7.59M Sell
29,184
-15
-0.1% -$3.71K 5.88% 2
2023
Q4 		$6.93M Sell
29,199
-837
-3% -$185K 5.73% 3
2023
Q3 		$6.38M Sell
30,036
-382
-1% -$84.6K 5.81% 3
2023
Q2 		$6.7M Buy
30,418
+164
+0.5% +$34.2K 5.97% 3
2023
Q1 		$6.17M Sell
30,254
-16
-0.1% -$3.2K 5.85% 3
2022
Q4 		$5.79M Sell
30,270
-996
-3% -$192K 4.9% 3
2022
Q3 		$5.61M Buy
31,266
+9,393
+43% +$1.87M 5.04% 3
2022
Q2 		$4.13M Sell
21,873
-157
-0.7% -$32.3K 4.18% 4
2022
Q1 		$5.02M Sell
22,030
-536
-2% -$121K 4.74% 5
2021
Q4 		$5.45M Buy
+22,566
New +$5.33M 5.07% 3

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's VTI Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q2 2026, selling an estimated $8.22K and leaving 30,179 shares worth $11.2M. The position accounts for 4.88% of the portfolio, ranked #3.

Smallwood Wealth Investment Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 2,190 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Smallwood Wealth Investment Management held 30,179 shares of Vanguard Morningstar Total Stock Market ETF worth $11.2M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 23 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.22K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.88% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #3 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.