Taylor & Morgan Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Taylor & Morgan 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	$550K	Buy	1,485 +1	+0.1%	+$358	0.27%	49
2026 Q1	$476K	Hold	1,484	–	–	0.27%	53
2025 Q4	$497K	Buy	1,484 +19	+1%	+$6.32K	0.28%	53
2025 Q3	$481K	Buy	+1,465	New	+$463K	0.3%	46
2025 Q1	–	Sell	-710	Closed	-$206K	–	73
2024 Q4	$206K	Sell	710 -29	-4%	-$8.46K	0.14%	68
2024 Q3	$209K	Buy	+739	New	+$202K	0.14%	69
2022 Q3	–	Sell	-1,171	Closed	-$221K	–	68
2022 Q2	$221K	Buy	+1,171	New	+$241K	0.21%	61
2022 Q1	–	Sell	-905	Closed	-$219K	–	69
2021 Q4	$219K	Buy	+905	New	+$214K	0.18%	58

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Taylor & Morgan Wealth Management's VTI Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.07% in Q2 2026, buying an estimated $358 and bringing the position to 1,485 shares worth $550K. The position accounts for 0.27% of the portfolio, ranked #49.

Taylor & Morgan Wealth Management first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. 1,958 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Taylor & Morgan Wealth Management held 1,485 shares of Vanguard Morningstar Total Stock Market ETF worth $550K as of Q2 2026.
Taylor & Morgan Wealth Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #49 holding.
Taylor & Morgan Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
1,958 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.