ViaWealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

ViaWealth’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	$898K	Buy	2,426 +89	+4%	+$31.8K	0.45%	64
2026 Q1	$750K	Buy	2,337 +45	+2%	+$15.1K	0.42%	71
2025 Q4	$769K	Buy	2,292 +136	+6%	+$45.2K	0.43%	69
2025 Q3	$708K	Buy	2,156 +110	+5%	+$34.7K	0.39%	80
2025 Q2	$622K	Sell	2,046 -257	-11%	-$72.3K	0.37%	88
2025 Q1	$633K	Buy	2,303 +1	+0%	+$291	0.39%	80
2024 Q4	$667K	Buy	2,302 +40	+2%	+$11.7K	0.4%	76
2024 Q3	$640K	Buy	2,262 +20	+0.9%	+$5.46K	0.37%	85
2024 Q2	$600K	Buy	2,242 +379	+20%	+$98.1K	0.37%	82
2024 Q1	$484K	Buy	1,863 +6	+0.3%	+$1.48K	0.3%	106
2023 Q4	$440K	Buy	1,857 +19	+1%	+$4.2K	0.3%	105
2023 Q3	$390K	Buy	1,838 +37	+2%	+$8.19K	0.29%	113
2023 Q2	$397K	Buy	1,801 +13	+0.7%	+$2.71K	0.3%	110
2023 Q1	$365K	Buy	1,788 +213	+14%	+$42.6K	0.29%	118
2022 Q4	$306K	Buy	+1,575	New	+$304K	0.25%	126

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

ViaWealth's VTI Position: Q2 2026 in Review

ViaWealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q2 2026, buying an estimated $31.8K and bringing the position to 2,426 shares worth $898K. The position accounts for 0.45% of the portfolio, ranked #64.

ViaWealth first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

ViaWealth held 2,426 shares of Vanguard Morningstar Total Stock Market ETF worth $898K as of Q2 2026.
ViaWealth bought 89 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of ViaWealth's portfolio in Q2 2026, its #64 holding.
ViaWealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.