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

Tower 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 		$4M Buy
10,804
+997
+10% +$356K 1.97% 11
2026
Q1 		$3.15M Buy
9,807
+59
+0.6% +$19.8K 1.74% 11
2025
Q4 		$3.27M Sell
9,748
-19
-0.2% -$6.32K 1.8% 10
2025
Q3 		$3.21M Buy
9,767
+490
+5% +$155K 1.76% 10
2025
Q2 		$2.82M Buy
9,277
+322
+4% +$90.6K 1.67% 10
2025
Q1 		$2.46M Sell
8,955
-85
-0.9% -$24.7K 1.32% 13
2024
Q4 		$2.62M Buy
9,040
+6,820
+307% +$1.99M 1.37% 13
2024
Q3 		$629K Hold
2,220
– – 0.37% 27
2024
Q2 		$594K Hold
2,220
– – 0.37% 28
2024
Q1 		$577K Hold
2,220
– – 0.37% 30
2023
Q4 		$527K Hold
2,220
– – 0.37% 31
2023
Q3 		$472K Hold
2,220
– – 0.39% 34
2023
Q2 		$489K Sell
2,220
-154
-6% -$32.1K 0.39% 32
2023
Q1 		$485K Sell
2,374
-24
-1% -$4.8K 0.4% 31
2022
Q4 		$458K Hold
2,398
– – 0.4% 31
2022
Q3 		$465K Hold
2,398
– – 0.44% 31
2022
Q2 		$452K Hold
2,398
– – 0.6% 27
2022
Q1 		$546K Hold
2,398
– – 0.59% 23
2021
Q4 		$579K Hold
2,398
– – 0.59% 22
2021
Q3 		$532K Hold
2,398
– – 0.56% 23
2021
Q2 		$534K Sell
2,398
-127
-5% -$27.6K 0.59% 23
2021
Q1 		$522K Hold
2,525
– – 0.67% 24
2020
Q4 		$491K Buy
+2,525
New +$462K 0.56% 22

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

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

Tower Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $356K and bringing the position to 10,804 shares worth $4M. The position accounts for 1.97% of the portfolio, ranked #11.

Tower Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tower Wealth Partners held 10,804 shares of Vanguard Morningstar Total Stock Market ETF worth $4M as of Q2 2026.
  • Tower Wealth Partners bought 997 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $356K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.97% of Tower Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Tower Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.