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

Tandem 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 		$3.51M Sell
9,495
-531
-5% -$190K 1.4% 14
2026
Q1 		$3.22M Sell
10,026
-2,558
-20% -$858K 1.43% 13
2025
Q4 		$4.22M Sell
12,584
-212
-2% -$70.5K 1.89% 11
2025
Q3 		$4.2M Sell
12,796
-909
-7% -$287K 2% 12
2025
Q2 		$4.17M Sell
13,705
-842
-6% -$237K 2.06% 12
2025
Q1 		$4M Buy
14,547
+609
+4% +$177K 2.09% 13
2024
Q4 		$4.04M Sell
13,938
-4,898
-26% -$1.43M 2.06% 14
2024
Q3 		$5.33M Buy
18,836
+93
+0.5% +$25.4K 2.7% 13
2024
Q2 		$5.01M Buy
18,743
+108
+0.6% +$28K 2.69% 13
2024
Q1 		$4.84M Sell
18,635
-393
-2% -$97.2K 2.66% 13
2023
Q4 		$4.51M Sell
19,028
-471
-2% -$104K 2.6% 13
2023
Q3 		$4.14M Sell
19,499
-90
-0.5% -$19.9K 2.53% 13
2023
Q2 		$4.32M Sell
19,589
-186
-0.9% -$38.8K 2.61% 13
2023
Q1 		$4.04M Sell
19,775
-84
-0.4% -$16.8K 2.51% 13
2022
Q4 		$3.8M Buy
+19,859
New +$3.83M 2.41% 12

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

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

Tandem Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.3% in Q2 2026, selling an estimated $190K and leaving 9,495 shares worth $3.51M. The position accounts for 1.4% of the portfolio, ranked #14.

Tandem Wealth Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.33M in Q3 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tandem Wealth Advisors held 9,495 shares of Vanguard Morningstar Total Stock Market ETF worth $3.51M as of Q2 2026.
  • Tandem Wealth Advisors sold 531 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $190K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.4% of Tandem Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Tandem Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Tandem Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $5.33M in Q3 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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