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Warren Street Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Warren Street 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 		$543K Sell
1,467
-177
-11% -$63.3K 0.12% 69
2026
Q1 		$527K Buy
1,644
+60
+4% +$20.1K 0.13% 62
2025
Q4 		$531K Sell
1,584
-65
-4% -$21.6K 0.15% 55
2025
Q3 		$541K Buy
1,649
+588
+55% +$186K 0.16% 63
2025
Q2 		$322K Sell
1,061
-357
-25% -$100K 0.11% 88
2025
Q1 		$390K Buy
1,418
+196
+16% +$56.9K 0.15% 69
2024
Q4 		$354K Buy
+1,222
New +$357K 0.15% 70

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Warren Street Wealth Advisors's VTI Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $63.3K and leaving 1,467 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #69.

Warren Street Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Warren Street Wealth Advisors held 1,467 shares of Vanguard Morningstar Total Stock Market ETF worth $543K as of Q2 2026.
  • Warren Street Wealth Advisors sold 177 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $63.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Warren Street Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.