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Teamwork Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Teamwork Financial 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 		$362K Sell
979
-91
-9% -$32.5K 0.03% 152
2026
Q1 		$343K Buy
1,070
+427
+66% +$143K 0.04% 169
2025
Q4 		$216K Sell
643
-144
-18% -$47.9K 0.02% 190
2025
Q3 		$258K Sell
787
-165
-17% -$52.1K 0.03% 177
2025
Q2 		$289K Buy
+952
New +$268K 0.03% 164
2024
Q4 		– Sell
-922
Closed -$261K – 199
2024
Q3 		$261K Buy
922
+62
+7% +$16.9K 0.04% 138
2024
Q2 		$230K Sell
860
-327
-28% -$84.6K 0.03% 124
2024
Q1 		$308K Sell
1,187
-329
-22% -$81.4K 0.05% 143
2023
Q4 		$359K Sell
1,516
-384
-20% -$84.9K 0.06% 128
2023
Q3 		$404K Buy
1,900
+972
+105% +$215K 0.07% 141
2023
Q2 		$204K Buy
+928
New +$194K 0.03% 186
2023
Q1 		– Sell
-1,080
Closed -$207K – 213
2022
Q4 		$207K Sell
1,080
-68
-6% -$13.1K 0.04% 182
2022
Q3 		$206K Buy
1,148
+1
+0.1% +$199 0.04% 192
2022
Q2 		$216K Buy
1,147
+114
+11% +$23.4K 0.05% 199
2022
Q1 		$235K Sell
1,033
-108
-9% -$24.3K 0.04% 225
2021
Q4 		$275K Sell
1,141
-2
-0.2% -$472 0.05% 246
2021
Q3 		$254K Sell
1,143
-206
-15% -$47K 0.05% 235
2021
Q2 		$301K Sell
1,349
-4
-0.3% -$868 0.06% 195
2021
Q1 		$280K Sell
1,353
-3
-0.2% -$607 0.07% 197
2020
Q4 		$264K Buy
+1,356
New +$248K 0.06% 173
2020
Q3 		– Sell
-3,590
Closed -$562K – 206
2020
Q2 		$562K Buy
+3,590
New +$529K 0.2% 99

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

Teamwork Financial Advisors's VTI Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.5% in Q2 2026, selling an estimated $32.5K and leaving 979 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #152.

Teamwork Financial Advisors first reported a position in VTI in Q2 2020 and has held it in 21 quarters since. The position peaked at $562K in Q2 2020. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Teamwork Financial Advisors held 979 shares of Vanguard Morningstar Total Stock Market ETF worth $362K as of Q2 2026.
  • Teamwork Financial Advisors sold 91 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $32.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Teamwork Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • Teamwork Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 21 quarters since.
  • Teamwork Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $562K in Q2 2020.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.