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TFO Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TFO Wealth Partners’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 		$3.59M Buy
9,709
+325
+3% +$116K 0.39% 23
2026
Q1 		$3.01M Buy
9,384
+986
+12% +$331K 0.41% 24
2025
Q4 		$2.82M Buy
8,398
+10
+0.1% +$3.33K 0.42% 22
2025
Q3 		$2.75M Buy
8,388
+206
+3% +$65.1K 0.45% 18
2025
Q2 		$2.49M Buy
8,182
+1,150
+16% +$323K 0.44% 18
2025
Q1 		$1.93M Buy
+7,032
New +$2.04M 0.38% 17
2024
Q4 		– Sell
-5,639
Closed -$1.6M – 35
2024
Q3 		$1.6M Buy
5,639
+19
+0.3% +$5.18K 0.29% 19
2024
Q2 		$1.5M Hold
5,620
– – 0.29% 18
2024
Q1 		$1.46M Buy
5,620
+18
+0.3% +$4.45K 0.28% 18
2023
Q4 		$1.33M Buy
5,602
+41
+0.7% +$9.06K 0.27% 19
2023
Q3 		$1.23M Hold
5,561
– – 0.26% 21
2023
Q2 		$1.23M Buy
5,561
+19
+0.3% +$3.96K 0.26% 19
2023
Q1 		$1.13M Buy
5,542
+2,125
+62% +$425K 0.25% 19
2022
Q4 		$543K Sell
3,417
-6,381
-65% -$1.23M 0.13% 26
2022
Q3 		$1.76M Buy
9,798
+22
+0.2% +$4.38K 0.44% 17
2022
Q2 		$1.84M Buy
9,776
+4,317
+79% +$887K 0.42% 19
2022
Q1 		$1.24M Sell
5,459
-815
-13% -$183K 0.25% 20
2021
Q4 		$1.49M Buy
6,274
+851
+16% +$201K 0.29% 18
2021
Q3 		$1.2M Buy
5,423
+462
+9% +$105K 0.24% 18
2021
Q2 		$1.1M Buy
4,961
+10
+0.2% +$2.17K 0.22% 17
2021
Q1 		$1.02M Buy
4,951
+16
+0.3% +$3.24K 0.31% 15
2020
Q4 		$960K Buy
4,935
+40
+0.8% +$7.31K 0.31% 16
2020
Q3 		$834K Buy
4,895
+21
+0.4% +$3.53K 0.32% 15
2020
Q2 		$763K Sell
4,874
-111
-2% -$16.4K 0.3% 15
2020
Q1 		$642K Buy
+4,985
New +$771K 0.28% 16

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

TFO Wealth Partners's VTI Position: Q2 2026 in Review

TFO Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, buying an estimated $116K and bringing the position to 9,709 shares worth $3.59M. The position accounts for 0.39% of the portfolio, ranked #23.

TFO Wealth Partners first reported a position in VTI in Q1 2020 and has held it in 25 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • TFO Wealth Partners held 9,709 shares of Vanguard Morningstar Total Stock Market ETF worth $3.59M as of Q2 2026.
  • TFO Wealth Partners bought 325 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $116K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.39% of TFO Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • TFO Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.