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

Smith Salley 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	$6.96M	Sell	18,805 -32	-0.2%	-$11.4K	0.3%	69
2026 Q1	$6.04M	Buy	18,837 +4,858	+35%	+$1.63M	0.3%	66
2025 Q4	$4.69M	Buy	13,979 +2	+0%	+$665	0.23%	75
2025 Q3	$4.59M	Hold	13,977	–	–	0.24%	68
2025 Q2	$4.25M	Sell	13,977 -233	-2%	-$65.5K	0.25%	69
2025 Q1	$3.91M	Buy	14,210 +20	+0.1%	+$5.81K	0.26%	68
2024 Q4	$4.11M	Sell	14,190 -152	-1%	-$44.3K	0.26%	63
2024 Q3	$4.06M	Buy	14,342 +201	+1%	+$54.8K	0.27%	69
2024 Q2	$3.78M	Hold	14,141	–	–	0.27%	65
2024 Q1	$3.68M	Sell	14,141 -166	-1%	-$41.1K	0.29%	66
2023 Q4	$3.39M	Buy	14,307 +508	+4%	+$112K	0.22%	79
2023 Q3	$2.93M	Buy	13,799 +3,838	+39%	+$850K	0.22%	78
2023 Q2	$2.19M	Sell	9,961 -583	-6%	-$122K	0.16%	95
2023 Q1	$2.15M	Buy	10,544 +792	+8%	+$159K	0.17%	96
2022 Q4	$1.86M	Sell	9,752 -510	-5%	-$98.3K	0.16%	103
2022 Q3	$1.84M	Sell	10,262 -4	-0%	-$797	0.17%	99
2022 Q2	$1.94M	Hold	10,266	–	–	0.17%	103
2022 Q1	$2.34M	Sell	10,266 -65	-0.6%	-$14.6K	0.18%	98
2021 Q4	$2.49M	Buy	+10,331	New	+$2.44M	0.18%	101

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

Smith Salley Wealth Management's VTI Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, selling an estimated $11.4K and leaving 18,805 shares worth $6.96M. The position accounts for 0.3% of the portfolio, ranked #69.

Smith Salley Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Smith Salley Wealth Management held 18,805 shares of Vanguard Morningstar Total Stock Market ETF worth $6.96M as of Q2 2026.
Smith Salley Wealth Management sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.3% of Smith Salley Wealth Management's portfolio in Q2 2026, its #69 holding.
Smith Salley Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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