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

Vestia Personal 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	$798K	Buy	2,156 +45	+2%	+$16.1K	0.31%	40
2026 Q1	$677K	Buy	2,111 +125	+6%	+$41.9K	0.32%	41
2025 Q4	$673K	Sell	1,986 -16,293	-89%	-$5.42M	0.34%	41
2025 Q3	$668K	Buy	18,279 +2,074	+13%	+$655K	0.39%	36
2025 Q2	$618K	Buy	16,205 +387	+2%	+$109K	0.42%	37
2025 Q1	$453K	Sell	15,818 -1,035	-6%	-$301K	0.36%	44
2024 Q4	$484K	Buy	16,853 +1,763	+12%	+$514K	0.4%	43
2024 Q3	$459K	Sell	15,090 -1	-0%	-$273	0.43%	39
2024 Q2	$435K	Buy	+15,091	New	+$3.91M	0.46%	39

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

Vestia Personal Wealth Advisors's VTI Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,156 shares worth $798K. The position accounts for 0.31% of the portfolio, ranked #40.

Vestia Personal Wealth Advisors first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Vestia Personal Wealth Advisors held 2,156 shares of Vanguard Morningstar Total Stock Market ETF worth $798K as of Q2 2026.
Vestia Personal Wealth Advisors bought 45 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.