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

Topsail 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 		$188M Sell
506,930
-301
-0.1% -$108K 23.95% 1
2026
Q1 		$163M Sell
507,231
-830
-0.2% -$278K 24% 1
2025
Q4 		$170M Buy
508,061
+57,561
+13% +$19.1M 24.95% 1
2025
Q3 		$148M Buy
450,500
+6,982
+2% +$2.21M 25.09% 1
2025
Q2 		$135M Buy
443,518
+7,457
+2% +$2.1M 24.71% 1
2025
Q1 		$120M Buy
436,061
+13,591
+3% +$3.95M 24.37% 1
2024
Q4 		$122M Buy
+422,470
New +$123M 26.15% 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

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

Topsail Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q2 2026, selling an estimated $108K and leaving 506,930 shares worth $188M. The position accounts for 23.95% of the portfolio, ranked #1.

Topsail Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Topsail Wealth Management held 506,930 shares of Vanguard Morningstar Total Stock Market ETF worth $188M as of Q2 2026.
  • Topsail Wealth Management sold 301 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Morningstar Total Stock Market ETF made up 23.95% of Topsail Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Topsail Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.