Transce3nd’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Transce3nd’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	$406K	Buy	1,089 +792	+267%	+$283K	3.58%	6
2026 Q1	$95.3K	Sell	297 -915	-75%	-$307K	0.85%	24
2025 Q4	$416K	Sell	1,212 -69	-5%	-$23K	3.36%	6
2025 Q3	$319K	Buy	1,281 +546	+74%	+$172K	2.85%	10
2025 Q2	$227K	Buy	735 +1	+0.1%	+$281	0.1%	127
2025 Q1	$190K	Sell	734 -5,265	-88%	-$1.53M	0.09%	150
2024 Q4	$1.76M	Buy	+5,999	New	+$1.75M	0.59%	24

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

Transce3nd's VTI Position: Q2 2026 in Review

Transce3nd increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 267% in Q2 2026, buying an estimated $283K and bringing the position to 1,089 shares worth $406K. The position accounts for 3.58% of the portfolio, ranked #6.

Transce3nd first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Transce3nd held 1,089 shares of Vanguard Morningstar Total Stock Market ETF worth $406K as of Q2 2026.
Transce3nd bought 792 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $283K.
Vanguard Morningstar Total Stock Market ETF made up 3.58% of Transce3nd's portfolio in Q2 2026, its #6 holding.
Transce3nd first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Transce3nd's Vanguard Morningstar Total Stock Market ETF position peaked at $1.76M in Q4 2024.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.