S4W
VTI icon

Solutions 4 Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Solutions 4 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 		$846K Buy
2,287
+13
+0.6% +$4.65K 1.09% 25
2026
Q1 		$730K Sell
2,274
-12
-0.5% -$4.03K 1.1% 27
2025
Q4 		$766K Sell
2,286
-55
-2% -$18.3K 1.16% 23
2025
Q3 		$768K Buy
2,341
+601
+35% +$190K 1.19% 20
2025
Q2 		$529K Buy
1,740
+549
+46% +$154K 0.88% 30
2025
Q1 		$327K Hold
1,191
– – 0.58% 40
2024
Q4 		$345K Buy
1,191
+20
+2% +$5.83K 0.63% 39
2024
Q3 		$332K Hold
1,171
– – 0.65% 39
2024
Q2 		$313K Buy
1,171
+50
+4% +$12.9K 0.71% 34
2024
Q1 		$291K Buy
1,121
+8
+0.7% +$1.98K 0.82% 31
2023
Q4 		$264K Buy
+1,113
New +$246K 0.86% 31

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

Solutions 4 Wealth's VTI Position: Q2 2026 in Review

Solutions 4 Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.57% in Q2 2026, buying an estimated $4.65K and bringing the position to 2,287 shares worth $846K. The position accounts for 1.09% of the portfolio, ranked #25.

Solutions 4 Wealth first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Solutions 4 Wealth held 2,287 shares of Vanguard Morningstar Total Stock Market ETF worth $846K as of Q2 2026.
  • Solutions 4 Wealth bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.09% of Solutions 4 Wealth's portfolio in Q2 2026, its #25 holding.
  • Solutions 4 Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.