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

Tanager Wealth Management’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 		$76.4M Sell
206,445
-374
-0.2% -$134K 6.65% 4
2026
Q1 		$66.3M Buy
206,819
+7,920
+4% +$2.66M 6.42% 5
2025
Q4 		$66.7M Sell
198,899
-6,238
-3% -$2.08M 6.66% 5
2025
Q3 		$67.3M Sell
205,137
-3,987
-2% -$1.26M 7.07% 4
2025
Q2 		$63.6M Sell
209,124
-7,008
-3% -$1.97M 7.5% 4
2025
Q1 		$59.4M Sell
216,132
-147,881
-41% -$43M 7.73% 4
2024
Q4 		$105M Sell
364,013
-1,810
-0.5% -$528K 13.69% 2
2024
Q3 		$104M Buy
365,823
+4,226
+1% +$1.15M 13.98% 1
2024
Q2 		$97.1M Buy
361,597
+3,911
+1% +$1.01M 14.45% 1
2024
Q1 		$93M Sell
357,686
-596
-0.2% -$147K 15.01% 1
2023
Q4 		$85M Sell
358,282
-30,365
-8% -$6.71M 15.46% 2
2023
Q3 		$82.6M Buy
388,647
+35,737
+10% +$7.91M 17.12% 1
2023
Q2 		$77.7M Buy
352,910
+14,140
+4% +$2.95M 16.82% 1
2023
Q1 		$69.1M Buy
338,770
+25,950
+8% +$5.19M 16.39% 1
2022
Q4 		$59.8M Buy
312,820
+145,887
+87% +$28.1M 16.11% 1
2022
Q3 		$30M Buy
166,933
+13,012
+8% +$2.59M 23.73% 1
2022
Q2 		$29M Sell
153,921
-14,853
-9% -$3.05M 23.94% 1
2022
Q1 		$38.4M Buy
168,774
+2,495
+2% +$561K 28.95% 1
2021
Q4 		$40.1M Buy
+166,279
New +$39.3M 30.31% 1

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

Tanager Wealth Management's VTI Position: Q2 2026 in Review

Tanager Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, selling an estimated $134K and leaving 206,445 shares worth $76.4M. The position accounts for 6.65% of the portfolio, ranked #4.

Tanager Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $105M in Q4 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tanager Wealth Management held 206,445 shares of Vanguard Morningstar Total Stock Market ETF worth $76.4M as of Q2 2026.
  • Tanager Wealth Management sold 374 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Morningstar Total Stock Market ETF made up 6.65% of Tanager Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Tanager Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $105M in Q4 2024.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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