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

Stone Summit 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 		$3.58M Sell
9,668
-20
-0.2% -$7.15K 0.91% 35
2026
Q1 		$3.11M Buy
9,688
+44
+0.5% +$14.8K 0.86% 36
2025
Q4 		$3.23M Sell
9,644
-12,827
-57% -$4.27M 0.88% 37
2025
Q3 		$7.37M Sell
22,471
-82
-0.4% -$25.9K 2.09% 13
2025
Q2 		$6.85M Buy
22,553
+2,338
+12% +$658K 2.12% 9
2025
Q1 		$5.56M Buy
20,215
+1,121
+6% +$326K 1.88% 11
2024
Q4 		$5.53M Buy
19,094
+634
+3% +$185K 1.86% 10
2024
Q3 		$5.23M Buy
18,460
+1,044
+6% +$285K 1.69% 12
2024
Q2 		$4.66M Buy
17,416
+762
+5% +$197K 1.67% 13
2024
Q1 		$4.33M Buy
16,654
+774
+5% +$191K 1.5% 15
2023
Q4 		$3.77M Buy
15,880
+736
+5% +$163K 1.44% 16
2023
Q3 		$3.22M Buy
15,144
+494
+3% +$109K 1.38% 17
2023
Q2 		$3.23M Buy
14,650
+592
+4% +$123K 1.34% 23
2023
Q1 		$2.87M Buy
14,058
+1,004
+8% +$201K 1.28% 21
2022
Q4 		$2.5M Buy
13,054
+1,049
+9% +$202K 1.22% 22
2022
Q3 		$2.15M Buy
12,005
+641
+6% +$128K 1.32% 23
2022
Q2 		$2.14M Buy
11,364
+2,554
+29% +$525K 1.28% 24
2022
Q1 		$2.02M Buy
8,810
+3,647
+71% +$820K 1.13% 30
2021
Q4 		$1.25M Buy
+5,163
New +$1.22M 1.01% 37

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

Stone Summit Wealth's VTI Position: Q2 2026 in Review

Stone Summit Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.21% in Q2 2026, selling an estimated $7.15K and leaving 9,668 shares worth $3.58M. The position accounts for 0.91% of the portfolio, ranked #35.

Stone Summit Wealth first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.37M in Q3 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Stone Summit Wealth held 9,668 shares of Vanguard Morningstar Total Stock Market ETF worth $3.58M as of Q2 2026.
  • Stone Summit Wealth sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.91% of Stone Summit Wealth's portfolio in Q2 2026, its #35 holding.
  • Stone Summit Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $7.37M in Q3 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.