Valued Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Valued Wealth Advisors’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	$281K	Hold	760	–	–	0.1%	44
2026 Q1	$244K	Hold	760	–	–	0.1%	40
2025 Q4	$255K	Sell	760 -79	-9%	-$26.3K	0.11%	40
2025 Q3	$276K	Hold	839	–	–	0.13%	35
2025 Q2	$256K	Sell	839 -7	-0.8%	-$1.97K	0.13%	34
2025 Q1	$233K	Sell	846 -1	-0.1%	-$291	0.14%	34
2024 Q4	$246K	Buy	847 +787	+1,312%	+$230K	0.15%	34
2024 Q3	$17.1K	Sell	60 -2	-3%	-$546	0.01%	164
2024 Q2	$16.5K	Buy	62 +57	+1,140%	+$14.8K	0.01%	145
2024 Q1	$1.32K	Hold	5	–	–	﹤0.01%	413
2023 Q4	$1.07K	Buy	+5	New	+$1.1K	﹤0.01%	376

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

Valued Wealth Advisors's VTI Position: Q2 2026 in Review

Valued Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 760 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #44.

Valued Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Valued Wealth Advisors held 760 shares of Vanguard Morningstar Total Stock Market ETF worth $281K as of Q2 2026.
Valued Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Valued Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Valued Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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