VWM
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Vivid Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vivid Wealth Management’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 		$222K Buy
+601
New +$215K 0.08% 70
2024
Q3 		– Sell
-871
Closed -$233K – 76
2024
Q2 		$233K Sell
871
-585
-40% -$151K 0.13% 66
2024
Q1 		$378K Buy
+1,456
New +$360K 0.24% 68

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

Vivid Wealth Management's VTI Position: Q2 2026 in Review

Vivid Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 601 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings. This is a return to the name: Vivid Wealth Management previously reported a position in VTI as recently as Q2 2024.

Vivid Wealth Management first reported a position in VTI in Q1 2024 and has held it in 3 quarters since. The position peaked at $378K in Q1 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Vivid Wealth Management held 601 shares of Vanguard Morningstar Total Stock Market ETF worth $222K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Vivid Wealth Management position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Vivid Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Vivid Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 3 quarters since.
  • Vivid Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $378K in Q1 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.