Traction Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Traction Financial 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	$849K	Buy	2,293 +1	+0%	+$358	0.45%	27
2026 Q1	$735K	Buy	2,292 +8	+0.4%	+$2.68K	0.45%	26
2025 Q4	$766K	Sell	2,284 -23	-1%	-$7.65K	0.45%	26
2025 Q3	$757K	Sell	2,307 -13	-0.6%	-$4.11K	0.47%	26
2025 Q2	$705K	Buy	2,320 +349	+18%	+$98.2K	0.48%	26
2025 Q1	$542K	Sell	1,971 -11	-0.6%	-$3.2K	0.42%	28
2024 Q4	$574K	Buy	1,982 +3	+0.2%	+$875	0.45%	29
2024 Q3	$560K	Sell	1,979 -87	-4%	-$23.7K	0.44%	32
2024 Q2	$563K	Buy	2,066 +41	+2%	+$10.6K	0.41%	33
2024 Q1	$523K	Sell	2,025 -832	-29%	-$206K	0.41%	33
2023 Q4	$678K	Buy	+2,857	New	+$632K	0.45%	31

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Traction Financial Partners's VTI Position: Q2 2026 in Review

Traction Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q2 2026, buying an estimated $358 and bringing the position to 2,293 shares worth $849K. The position accounts for 0.45% of the portfolio, ranked #27.

Traction Financial Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Traction Financial Partners held 2,293 shares of Vanguard Morningstar Total Stock Market ETF worth $849K as of Q2 2026.
Traction Financial Partners bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Traction Financial Partners's portfolio in Q2 2026, its #27 holding.
Traction Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.