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

Talisman 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	$5.95M	Buy	16,090 +283	+2%	+$101K	4.43%	5
2026 Q1	$5.07M	Buy	15,807 +2,820	+22%	+$946K	4.08%	5
2025 Q4	$4.36M	Buy	12,987 +4,806	+59%	+$1.6M	3.39%	5
2025 Q3	$2.68M	Buy	8,181 +2	+0%	+$632	2.22%	8
2025 Q2	$2.49M	Hold	8,179	–	–	2.27%	8
2025 Q1	$2.25M	Buy	8,179 +31	+0.4%	+$9.01K	2.31%	8
2024 Q4	$2.36M	Buy	8,148 +21	+0.3%	+$6.13K	2.51%	9
2024 Q3	$2.29M	Buy	8,127 +29	+0.4%	+$7.91K	2.41%	10
2024 Q2	$2.17M	Hold	8,098	–	–	2.5%	10
2024 Q1	$2.1M	Buy	8,098 +32	+0.4%	+$7.92K	2.65%	9
2023 Q4	$1.91M	Buy	8,066 +43	+0.5%	+$9.51K	2.84%	8
2023 Q3	$1.7M	Buy	8,023 +37	+0.5%	+$8.19K	2.95%	8
2023 Q2	$1.76M	Buy	7,986 +26	+0.3%	+$5.42K	3%	7
2023 Q1	$1.63M	Buy	7,960 +30	+0.4%	+$6K	2.94%	6
2022 Q4	$1.52M	Buy	+7,930	New	+$1.53M	3.22%	5

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

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

Talisman Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, buying an estimated $101K and bringing the position to 16,090 shares worth $5.95M. The position accounts for 4.43% of the portfolio, ranked #5.

Talisman Wealth Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Talisman Wealth Advisors held 16,090 shares of Vanguard Morningstar Total Stock Market ETF worth $5.95M as of Q2 2026.
Talisman Wealth Advisors bought 283 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $101K.
Vanguard Morningstar Total Stock Market ETF made up 4.43% of Talisman Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Talisman Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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