VSM Wealth Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

VSM Wealth Advisory’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	$18M	Buy	48,563 +401	+0.8%	+$143K	4.77%	4
2026 Q1	$15.5M	Buy	48,162 +936	+2%	+$314K	4.61%	4
2025 Q4	$15.8M	Sell	47,226 -442	-0.9%	-$147K	4.76%	4
2025 Q3	$15.6M	Buy	47,668 +601	+1%	+$190K	4.87%	4
2025 Q2	$14.3M	Buy	47,067 +361	+0.8%	+$102K	4.73%	4
2025 Q1	$12.8M	Buy	46,706 +815	+2%	+$237K	4.61%	5
2024 Q4	$13.3M	Buy	+45,891	New	+$13.4M	4.74%	4

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

VSM Wealth Advisory's VTI Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.83% in Q2 2026, buying an estimated $143K and bringing the position to 48,563 shares worth $18M. The position accounts for 4.77% of the portfolio, ranked #4.

VSM Wealth Advisory first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

VSM Wealth Advisory held 48,563 shares of Vanguard Morningstar Total Stock Market ETF worth $18M as of Q2 2026.
VSM Wealth Advisory bought 401 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $143K.
Vanguard Morningstar Total Stock Market ETF made up 4.77% of VSM Wealth Advisory's portfolio in Q2 2026, its #4 holding.
VSM Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 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 VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.