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

Summit Wealth Partners’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 		$1.22M Sell
3,303
-8
-0.2% -$2.86K 0.17% 90
2026
Q1 		$1.06M Sell
3,311
-103
-3% -$34.6K 0.17% 97
2025
Q4 		$1.14M Sell
3,414
-36
-1% -$12K 0.21% 74
2025
Q3 		$1.13M Sell
3,450
-88
-2% -$27.8K 0.2% 79
2025
Q2 		$1.08M Buy
3,538
+32
+0.9% +$9K 0.21% 74
2025
Q1 		$964K Sell
3,506
-184
-5% -$53.5K 0.2% 82
2024
Q4 		$1.07M Sell
3,690
-21
-0.6% -$6.13K 0.22% 79
2024
Q3 		$1.05M Buy
3,711
+336
+10% +$91.6K 0.2% 86
2024
Q2 		$903K Sell
3,375
-34
-1% -$8.8K 0.19% 89
2024
Q1 		$886K Sell
3,409
-28
-0.8% -$6.93K 0.19% 86
2023
Q4 		$815K Sell
3,437
-275
-7% -$60.8K 0.19% 81
2023
Q3 		$788K Sell
3,712
-44
-1% -$9.74K 0.2% 78
2023
Q2 		$827K Sell
3,756
-316
-8% -$65.9K 0.21% 79
2023
Q1 		$831K Sell
4,072
-532
-12% -$106K 0.21% 77
2022
Q4 		$880K Buy
4,604
+893
+24% +$172K 0.23% 67
2022
Q3 		$666K Buy
3,711
+192
+5% +$38.3K 0.19% 72
2022
Q2 		$664K Sell
3,519
-557
-14% -$114K 0.18% 70
2022
Q1 		$928K Buy
4,076
+107
+3% +$24.1K 0.21% 57
2021
Q4 		$958K Sell
3,969
-486
-11% -$115K 0.21% 56
2021
Q3 		$989K Sell
4,455
-118
-3% -$26.9K 0.23% 53
2021
Q2 		$1.02M Buy
4,573
+86
+2% +$18.7K 0.24% 55
2021
Q1 		$927K Sell
4,487
-583
-11% -$118K 0.24% 54
2020
Q4 		$987K Sell
5,070
-5,423
-52% -$991K 0.27% 55
2020
Q3 		$1.79M Buy
10,493
+1,866
+22% +$314K 0.54% 37
2020
Q2 		$1.35M Buy
+8,627
New +$1.27M 0.44% 43

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Summit Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.24% in Q2 2026, selling an estimated $2.86K and leaving 3,303 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #90.

Summit Wealth Partners first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.79M in Q3 2020. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Summit Wealth Partners held 3,303 shares of Vanguard Morningstar Total Stock Market ETF worth $1.22M as of Q2 2026.
  • Summit Wealth Partners sold 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Summit Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Summit Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Summit Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.79M in Q3 2020.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.