Vise Technologies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vise Technologies’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	$69.9M	Buy	188,858 +60,046	+47%	+$21.5M	0.79%	25
2026 Q1	$43.2M	Hold	128,812	–	–	0.85%	18
2025 Q4	$43.2M	Buy	128,812 +89,557	+228%	+$29.8M	0.85%	18
2025 Q3	$12.9M	Buy	39,255 +17,039	+77%	+$5.38M	0.48%	40
2025 Q2	$6.75M	Buy	+22,216	New	+$6.25M	0.28%	71
2024 Q4	$3.5M	Buy	+12,082	New	+$3.53M	0.29%	68
2022 Q4	–	Sell	-1,532	Closed	-$275K	–	341
2022 Q3	$275K	Buy	+1,532	New	+$305K	0.1%	222

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

Vise Technologies's VTI Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 47% in Q2 2026, buying an estimated $21.5M and bringing the position to 188,858 shares worth $69.9M. The position accounts for 0.79% of the portfolio, ranked #25.

Vise Technologies first reported a position in VTI in Q3 2022 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Vise Technologies held 188,858 shares of Vanguard Morningstar Total Stock Market ETF worth $69.9M as of Q2 2026.
Vise Technologies bought 60,046 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $21.5M.
Vanguard Morningstar Total Stock Market ETF made up 0.79% of Vise Technologies's portfolio in Q2 2026, its #25 holding.
Vise Technologies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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