Walser Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Walser Wealth Management's VTI Position: Q2 2026 in Review
Walser Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 32% in Q2 2026, selling an estimated $110K and leaving 654 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #188.
Walser Wealth Management first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q1 2026. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Walser Wealth Management held 654 shares of Vanguard Morningstar Total Stock Market ETF worth $242K as of Q2 2026.
- Walser Wealth Management sold 307 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $110K.
- Vanguard Morningstar Total Stock Market ETF made up 0.1% of Walser Wealth Management's portfolio in Q2 2026, its #188 holding.
- Walser Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- Walser Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $308K in Q1 2026.
- 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.