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

Strategies Wealth Advisors’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 		$4.6M Sell
12,432
-262
-2% -$93.7K 0.41% 28
2026
Q1 		$4.07M Sell
12,694
-400
-3% -$134K 0.41% 27
2025
Q4 		$4.39M Sell
13,094
-59
-0.4% -$19.6K 0.44% 26
2025
Q3 		$4.32M Sell
13,153
-1,134
-8% -$358K 0.45% 26
2025
Q2 		$4.34M Buy
14,287
+684
+5% +$192K 0.47% 26
2025
Q1 		$3.74M Buy
13,603
+243
+2% +$70.6K 0.46% 26
2024
Q4 		$4.01M Sell
13,360
-31
-0.2% -$9.04K 0.5% 22
2024
Q3 		$3.79M Sell
13,391
-484
-3% -$132K 0.51% 25
2024
Q2 		$3.71M Buy
13,875
+548
+4% +$142K 0.54% 25
2024
Q1 		$3.46M Buy
13,327
+1,648
+14% +$408K 0.53% 23
2023
Q4 		$2.77M Sell
11,679
-216
-2% -$47.8K 0.47% 27
2023
Q3 		$2.53M Buy
11,895
+77
+0.7% +$17K 0.5% 29
2023
Q2 		$2.6M Buy
11,818
+908
+8% +$189K 0.53% 27
2023
Q1 		$2.23M Buy
+10,910
New +$2.18M 0.49% 28
2022
Q2 		– Sell
-7,889
Closed -$1.8M – 88
2022
Q1 		$1.8M Sell
7,889
-894
-10% -$201K 0.48% 31
2021
Q4 		$2.12M Buy
+8,783
New +$2.07M 0.6% 30

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

Strategies Wealth Advisors's VTI Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $93.7K and leaving 12,432 shares worth $4.6M. The position accounts for 0.41% of the portfolio, ranked #28.

Strategies Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strategies Wealth Advisors held 12,432 shares of Vanguard Morningstar Total Stock Market ETF worth $4.6M as of Q2 2026.
  • Strategies Wealth Advisors sold 262 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $93.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of Strategies Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.