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Turn8 Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Turn8 Private Wealth’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 		$2.17M Sell
5,854
-5,854
-50% -$2.09M 1.45% 29
2026
Q1 		$3.76M Buy
+11,708
New +$3.93M 2.35% 21
2025
Q1 		– Sell
-5,155
Closed -$1.49M – 53
2024
Q4 		$1.49M Buy
+5,155
New +$1.5M 1.07% 39

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

Turn8 Private Wealth's VTI Position: Q2 2026 in Review

Turn8 Private Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 50% in Q2 2026, selling an estimated $2.09M and leaving 5,854 shares worth $2.17M. The position accounts for 1.45% of the portfolio, ranked #29.

Turn8 Private Wealth first reported a position in VTI in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.76M in Q1 2026. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Turn8 Private Wealth held 5,854 shares of Vanguard Morningstar Total Stock Market ETF worth $2.17M as of Q2 2026.
  • Turn8 Private Wealth sold 5,854 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.09M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.45% of Turn8 Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Turn8 Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 3 quarters since.
  • Turn8 Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $3.76M in Q1 2026.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.