WWMSC
VTI icon

Wagner Wealth Management (South Carolina)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$57.7K Sell
156
-245
-61% -$87.6K 0.01% 179
2026
Q1 		$129K Hold
401
– – 0.03% 147
2025
Q4 		$134K Buy
401
+241
+151% +$80.2K 0.03% 146
2025
Q3 		$52.5K Hold
160
– – 0.01% 164
2025
Q2 		$48.5K Hold
160
– – 0.01% 168
2025
Q1 		$43.9K Buy
160
+7
+5% +$2.03K 0.01% 159
2024
Q4 		$44.4K Buy
+153
New +$44.6K 0.01% 155
2024
Q3 		– Sell
-152
Closed -$40.5K – 266
2024
Q2 		$40.5K Hold
152
– – 0.01% 174
2024
Q1 		$39.4K Sell
152
-228
-60% -$56.4K 0.01% 171
2023
Q4 		$90.2K Buy
380
+1
+0.3% +$221 0.03% 141
2023
Q3 		$80.6K Hold
379
– – 0.03% 134
2023
Q2 		$83.4K Buy
379
+1
+0.3% +$209 0.03% 129
2023
Q1 		$77.2K Sell
378
-109
-22% -$21.8K 0.04% 138
2022
Q4 		$93K Buy
487
+1
+0.2% +$193 0.06% 136
2022
Q3 		$87K Buy
486
+1
+0.2% +$199 0.06% 157
2022
Q2 		$92K Sell
485
-27
-5% -$5.55K 0.07% 155
2022
Q1 		$116K Buy
512
+257
+101% +$57.8K 0.08% 136
2021
Q4 		$62K Hold
255
– – 0.05% 228
2021
Q3 		$60K Sell
255
-70
-22% -$16K 0.05% 222
2021
Q2 		$72K Hold
325
– – 0.05% 217
2021
Q1 		$67K Buy
+325
New +$65.8K 0.05% 206
2018
Q3 		$10K Hold
68
– – 0.01% 424
2018
Q2 		$10K Sell
68
-70
-51% -$9.77K 0.01% 403
2018
Q1 		$19K Buy
138
+1
+0.7% +$140 0.01% 304
2017
Q4 		$19K Buy
+137
New +$18.3K 0.01% 313

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

Wagner Wealth Management (South Carolina)'s VTI Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 61% in Q2 2026, selling an estimated $87.6K and leaving 156 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #179.

Wagner Wealth Management (South Carolina) first reported a position in VTI in Q4 2017 and has held it in 25 quarters since. The position peaked at $134K in Q4 2025. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 156 shares of Vanguard Morningstar Total Stock Market ETF worth $57.7K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 245 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $87.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #179 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 25 quarters since.
  • Wagner Wealth Management (South Carolina)'s Vanguard Morningstar Total Stock Market ETF position peaked at $134K in Q4 2025.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.