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

TriaGen 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 		$3.46M Sell
9,362
-25
-0.3% -$8.94K 0.87% 21
2026
Q1 		$3.01M Sell
9,387
-48
-0.5% -$16.1K 0.82% 22
2025
Q4 		$3.16M Sell
9,435
-41
-0.4% -$13.6K 0.82% 23
2025
Q3 		$3.11M Sell
9,476
-20
-0.2% -$6.32K 0.81% 25
2025
Q2 		$2.89M Buy
9,496
+89
+0.9% +$25K 0.87% 27
2025
Q1 		$2.59M Sell
9,407
-84
-0.9% -$24.4K 0.91% 22
2024
Q4 		$2.75M Buy
9,491
+59
+0.6% +$17.2K 0.93% 21
2024
Q3 		$2.67M Buy
9,432
+2
+0% +$546 0.89% 25
2024
Q2 		$2.52M Buy
9,430
+25
+0.3% +$6.47K 0.97% 27
2024
Q1 		$2.44M Buy
9,405
+10
+0.1% +$2.47K 1.01% 25
2023
Q4 		$2.23M Buy
9,395
+1
+0% +$221 1.06% 28
2023
Q3 		$2M Sell
9,394
-13
-0.1% -$2.88K 1.02% 27
2023
Q2 		$2.07M Hold
9,407
– – 0.95% 25
2023
Q1 		$1.92M Buy
9,407
+72
+0.8% +$14.4K 0.96% 29
2022
Q4 		$1.78M Buy
9,335
+137
+1% +$26.4K 0.99% 27
2022
Q3 		$1.65M Sell
9,198
-194
-2% -$38.7K 0.91% 35
2022
Q2 		$1.77M Buy
9,392
+10
+0.1% +$2.06K 1.26% 22
2022
Q1 		$2.14M Sell
9,382
-70
-0.7% -$15.7K 1.11% 20
2021
Q4 		$2.28M Buy
9,452
+2
+0% +$472 1.13% 20
2021
Q3 		$2.1M Sell
9,450
-58
-0.6% -$13.2K 1.14% 16
2021
Q2 		$2.15M Sell
9,508
-52
-0.5% -$11.3K 1.11% 16
2021
Q1 		$1.98M Buy
9,560
+2,353
+33% +$476K 1.14% 24
2020
Q4 		$1.4M Buy
+7,207
New +$1.32M 0.82% 44

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

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

TriaGen Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, selling an estimated $8.94K and leaving 9,362 shares worth $3.46M. The position accounts for 0.87% of the portfolio, ranked #21.

TriaGen Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • TriaGen Wealth Management held 9,362 shares of Vanguard Morningstar Total Stock Market ETF worth $3.46M as of Q2 2026.
  • TriaGen Wealth Management sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.94K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.87% of TriaGen Wealth Management's portfolio in Q2 2026, its #21 holding.
  • TriaGen Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.