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

Visionary 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 		$3.62M Buy
9,794
+185
+2% +$66.1K 0.14% 153
2026
Q1 		$3.08M Sell
9,609
-29
-0.3% -$9.73K 0.14% 160
2025
Q4 		$3.23M Sell
9,638
-213
-2% -$70.9K 0.15% 154
2025
Q3 		$3.23M Sell
9,851
-327
-3% -$103K 0.15% 145
2025
Q2 		$3.09M Buy
10,178
+954
+10% +$268K 0.16% 148
2025
Q1 		$2.54M Buy
9,224
+293
+3% +$85.1K 0.15% 149
2024
Q4 		$2.59M Buy
8,931
+655
+8% +$191K 0.15% 145
2024
Q3 		$2.34M Buy
8,276
+262
+3% +$71.5K 0.14% 159
2024
Q2 		$2.14M Buy
8,014
+913
+13% +$236K 0.14% 159
2024
Q1 		$1.85M Buy
7,101
+197
+3% +$48.7K 0.12% 174
2023
Q4 		$1.64M Buy
6,904
+2
+0% +$442 0.12% 172
2023
Q3 		$1.47M Buy
6,902
+396
+6% +$87.7K 0.12% 175
2023
Q2 		$1.43M Sell
6,506
-133
-2% -$27.7K 0.11% 179
2023
Q1 		$1.35M Sell
6,639
-280
-4% -$56K 0.11% 171
2022
Q4 		$1.32M Buy
6,919
+324
+5% +$62.4K 0.12% 155
2022
Q3 		$1.18M Buy
6,595
+1,113
+20% +$222K 0.12% 152
2022
Q2 		$1.03M Buy
5,482
+24
+0.4% +$4.93K 0.09% 170
2022
Q1 		$1.24M Sell
5,458
-181
-3% -$40.7K 0.1% 164
2021
Q4 		$1.36M Buy
5,639
+429
+8% +$101K 0.11% 141
2021
Q3 		$1.16M Buy
5,210
+434
+9% +$99K 0.12% 129
2021
Q2 		$1.06M Sell
4,776
-8
-0.2% -$1.74K 0.11% 140
2021
Q1 		$989K Buy
4,784
+290
+6% +$58.7K 0.1% 144
2020
Q4 		$875K Buy
4,494
+39
+0.9% +$7.13K 0.1% 148
2020
Q3 		$759K Buy
+4,455
New +$749K 0.11% 135

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

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

Visionary Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $66.1K and bringing the position to 9,794 shares worth $3.62M. The position accounts for 0.14% of the portfolio, ranked #153.

Visionary Wealth Advisors first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Visionary Wealth Advisors held 9,794 shares of Vanguard Morningstar Total Stock Market ETF worth $3.62M as of Q2 2026.
  • Visionary Wealth Advisors bought 185 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $66.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Visionary Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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