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

Vance 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 		$433K Buy
1,170
+14
+1% +$5.01K 0.1% 87
2026
Q1 		$371K Buy
1,156
+25
+2% +$8.39K 0.11% 87
2025
Q4 		$379K Buy
1,131
+29
+3% +$9.65K 0.11% 85
2025
Q3 		$363K Hold
1,102
– – 0.11% 84
2025
Q2 		$335K Sell
1,102
-101
-8% -$28.4K 0.11% 86
2025
Q1 		$331K Buy
1,203
+107
+10% +$31.1K 0.12% 81
2024
Q4 		$318K Buy
1,096
+52
+5% +$15.2K 0.12% 74
2024
Q3 		$296K Buy
1,044
+5
+0.5% +$1.36K 0.11% 80
2024
Q2 		$278K Buy
1,039
+20
+2% +$5.18K 0.11% 80
2024
Q1 		$265K Buy
1,019
+65
+7% +$16.1K 0.11% 78
2023
Q4 		$226K Buy
+954
New +$211K 0.1% 76
2022
Q1 		– Sell
-2,699
Closed -$652K – 68
2021
Q4 		$652K Buy
+2,699
New +$637K 0.64% 16

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

Vance Wealth's VTI Position: Q2 2026 in Review

Vance Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, buying an estimated $5.01K and bringing the position to 1,170 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #87.

Vance Wealth first reported a position in VTI in Q4 2021 and has held it in 12 quarters since. The position peaked at $652K in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Vance Wealth held 1,170 shares of Vanguard Morningstar Total Stock Market ETF worth $433K as of Q2 2026.
  • Vance Wealth bought 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Vance Wealth's portfolio in Q2 2026, its #87 holding.
  • Vance Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 12 quarters since.
  • Vance Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $652K in Q4 2021.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.