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

SteelPeak 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 		$22.4M Buy
60,449
+14,517
+32% +$5.19M 0.58% 35
2026
Q1 		$14.7M Buy
45,932
+17,708
+63% +$5.94M 0.45% 58
2025
Q4 		$9.46M Sell
28,224
-14,743
-34% -$4.9M 0.31% 71
2025
Q3 		$14.1M Buy
42,967
+32,663
+317% +$10.3M 0.47% 45
2025
Q2 		$3.14M Sell
10,304
-26,727
-72% -$7.52M 0.12% 130
2025
Q1 		$10.2M Sell
37,031
-220,624
-86% -$64.1M 0.42% 55
2024
Q4 		$74.7M Buy
257,655
+225,165
+693% +$65.7M 3.03% 5
2024
Q3 		$9.23M Buy
32,490
+6,297
+24% +$1.72M 0.4% 57
2024
Q2 		$7.03M Sell
26,193
-27,269
-51% -$7.06M 0.33% 69
2024
Q1 		$13.9M Buy
53,462
+45,036
+534% +$11.1M 0.7% 33
2023
Q4 		$2M Sell
8,426
-92,363
-92% -$20.4M 0.12% 139
2023
Q3 		$21.4M Buy
100,789
+94,163
+1,421% +$20.8M 1.34% 13
2023
Q2 		$1.46M Sell
6,626
-23,181
-78% -$4.84M 0.09% 151
2023
Q1 		$6.08M Sell
29,807
-221,984
-88% -$44.4M 0.41% 63
2022
Q4 		$48.1M Buy
251,791
+246,095
+4,320% +$47.4M 3.53% 4
2022
Q3 		$1.02M Buy
5,696
+24
+0.4% +$4.78K 0.08% 167
2022
Q2 		$1.07M Sell
5,672
-393
-6% -$80.7K 0.08% 161
2022
Q1 		$1.38M Sell
6,065
-156
-3% -$35.1K 0.08% 152
2021
Q4 		$1.5M Sell
6,221
-86
-1% -$20.3K 0.08% 137
2021
Q3 		$1.4M Sell
6,307
-983
-13% -$224K 0.09% 131
2021
Q2 		$1.62M Buy
+7,290
New +$1.58M 0.11% 127
2020
Q2 		– Sell
-4,614
Closed -$595K – 320
2020
Q1 		$595K Buy
+4,614
New +$713K 0.09% 143

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

SteelPeak Wealth's VTI Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 32% in Q2 2026, buying an estimated $5.19M and bringing the position to 60,449 shares worth $22.4M. The position accounts for 0.58% of the portfolio, ranked #35.

SteelPeak Wealth first reported a position in VTI in Q1 2020 and has held it in 22 quarters since. The position peaked at $74.7M in Q4 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • SteelPeak Wealth held 60,449 shares of Vanguard Morningstar Total Stock Market ETF worth $22.4M as of Q2 2026.
  • SteelPeak Wealth bought 14,517 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.19M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.58% of SteelPeak Wealth's portfolio in Q2 2026, its #35 holding.
  • SteelPeak Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 22 quarters since.
  • SteelPeak Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $74.7M in Q4 2024.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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