Stonehaven Wealth & Tax Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$3M	Buy	8,106 +154	+2%	+$55.1K	2.4%	10
2026 Q1	$2.55M	Buy	7,952 +384	+5%	+$129K	2.26%	12
2025 Q4	$2.54M	Buy	7,568 +360	+5%	+$120K	2.28%	11
2025 Q3	$2.37M	Buy	7,208 +57	+0.8%	+$18K	2.19%	12
2025 Q2	$2.17M	Buy	7,151 +12	+0.2%	+$3.38K	2.12%	13
2025 Q1	$1.96M	Buy	7,139 +1,352	+23%	+$393K	2.07%	13
2024 Q4	$1.68M	Buy	+5,787	New	+$1.69M	1.83%	15

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

Stonehaven Wealth & Tax Solutions's VTI Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $55.1K and bringing the position to 8,106 shares worth $3M. The position accounts for 2.4% of the portfolio, ranked #10.

Stonehaven Wealth & Tax Solutions first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 8,106 shares of Vanguard Morningstar Total Stock Market ETF worth $3M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 154 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $55.1K.
Vanguard Morningstar Total Stock Market ETF made up 2.4% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #10 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.