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

Triad 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	$965K	Sell	2,582 -698	-21%	-$250K	0.06%	210
2026 Q1	$1.05M	Sell	3,280 -1,332	-29%	-$447K	0.08%	164
2025 Q4	$1.55M	Buy	4,612 +685	+17%	+$228K	0.15%	103
2025 Q3	$1.29M	Buy	3,927 +2,984	+316%	+$943K	0.17%	96
2025 Q2	$287K	Buy	+943	New	+$265K	0.06%	224
2024 Q3	–	Sell	-236	Closed	-$63.1K	–	914
2024 Q2	$63.1K	Buy	+236	New	+$61.1K	0.03%	194

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

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

Triad Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, selling an estimated $250K and leaving 2,582 shares worth $965K. The position accounts for 0.06% of the portfolio, ranked #210.

Triad Wealth Partners first reported a position in VTI in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Triad Wealth Partners held 2,582 shares of Vanguard Morningstar Total Stock Market ETF worth $965K as of Q2 2026.
Triad Wealth Partners sold 698 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $250K.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #210 holding.
Triad Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.55M in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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