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

Tumwater 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	$61.4M	Buy	166,053 +1,585	+1%	+$567K	22.22%	2
2026 Q1	$52.8M	Buy	164,468 +1,597	+1%	+$536K	21.22%	2
2025 Q4	$54.6M	Buy	162,871 +531	+0.3%	+$177K	22.25%	2
2025 Q3	$53.3M	Sell	162,340 -4,289	-3%	-$1.35M	23.66%	2
2025 Q2	$50.6M	Buy	166,629 +8,093	+5%	+$2.28M	23.53%	2
2025 Q1	$43.6M	Sell	158,536 -86	-0.1%	-$25K	22.73%	2
2024 Q4	$46M	Buy	+158,622	New	+$46.3M	24.11%	2

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

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

Tumwater Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.96% in Q2 2026, buying an estimated $567K and bringing the position to 166,053 shares worth $61.4M. The position accounts for 22.22% of the portfolio, ranked #2.

Tumwater Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tumwater Wealth Management held 166,053 shares of Vanguard Morningstar Total Stock Market ETF worth $61.4M as of Q2 2026.
Tumwater Wealth Management bought 1,585 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $567K.
Vanguard Morningstar Total Stock Market ETF made up 22.22% of Tumwater Wealth Management's portfolio in Q2 2026, its #2 holding.
Tumwater Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.