UWM
VTI icon

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

Urban 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 		$539K Sell
1,458
-49
-3% -$17.5K 0.47% 46
2026
Q1 		$484K Sell
1,507
-2,712
-64% -$910K 0.5% 39
2025
Q4 		$1.41M Buy
+4,219
New +$1.4M 1.32% 18

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Urban Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $17.5K and leaving 1,458 shares worth $539K. The position accounts for 0.47% of the portfolio, ranked #46.

Urban Wealth Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q4 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Urban Wealth Management held 1,458 shares of Vanguard Morningstar Total Stock Market ETF worth $539K as of Q2 2026.
  • Urban Wealth Management sold 49 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.47% of Urban Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Urban Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Urban Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.41M in Q4 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.