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

StrongBox 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	$232K	Buy	+627	New	+$224K	0.07%	95
2025 Q4	–	Sell	-648	Closed	-$213K	–	96
2025 Q3	$213K	Buy	+648	New	+$205K	0.07%	90
2024 Q4	–	Sell	-847	Closed	-$240K	–	94
2024 Q3	$240K	Buy	847 +23	+3%	+$6.27K	0.1%	81
2024 Q2	$220K	Buy	824 +49	+6%	+$12.7K	0.1%	84
2024 Q1	$201K	Buy	+775	New	+$192K	0.11%	80
2022 Q1	–	Sell	-891	Closed	-$215K	–	104
2021 Q4	$215K	Buy	+891	New	+$210K	0.11%	99
2020 Q3	–	Sell	-1,339	Closed	-$210K	–	86
2020 Q2	$210K	Buy	+1,339	New	+$197K	0.19%	80

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

StrongBox Wealth's VTI Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 627 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in VTI as recently as Q3 2025.

StrongBox Wealth first reported a position in VTI in Q2 2020 and has held it in 7 quarters since. The position peaked at $240K in Q3 2024. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

StrongBox Wealth held 627 shares of Vanguard Morningstar Total Stock Market ETF worth $232K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new StrongBox Wealth position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of StrongBox Wealth's portfolio in Q2 2026, its #95 holding.
StrongBox Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 7 quarters since.
StrongBox Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $240K in Q3 2024.
3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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