Watershed Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Watershed Private Wealth’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	$2.85M	Buy	7,691 +68	+0.9%	+$24.3K	0.8%	30
2026 Q1	$2.45M	Sell	7,623 -49	-0.6%	-$16.4K	0.76%	32
2025 Q4	$2.57M	Buy	7,672 +13	+0.2%	+$4.33K	0.77%	32
2025 Q3	$2.51M	Buy	7,659 +52	+0.7%	+$16.4K	0.79%	31
2025 Q2	$2.31M	Sell	7,607 -12	-0.2%	-$3.38K	0.84%	27
2025 Q1	$2.09M	Buy	7,619 +1	+0%	+$291	0.84%	26
2024 Q4	$2.21M	Buy	7,618 +1	+0%	+$292	0.86%	25
2024 Q3	$2.16M	Buy	7,617 +3	+0%	+$818	0.86%	25
2024 Q2	$2.04M	Sell	7,614 -317	-4%	-$82K	0.87%	26
2024 Q1	$2.06M	Sell	7,931 -2,953	-27%	-$731K	0.91%	26
2023 Q4	$2.58M	Sell	10,884 -401	-4%	-$88.7K	1.43%	24
2023 Q3	$2.4M	Buy	11,285 +45	+0.4%	+$9.96K	1.48%	26
2023 Q2	$2.48M	Sell	11,240 -999	-8%	-$208K	1.5%	27
2023 Q1	$2.5M	Buy	12,239 +922	+8%	+$185K	1.69%	22
2022 Q4	$2.16M	Buy	+11,317	New	+$2.18M	1.64%	21

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

Watershed Private Wealth's VTI Position: Q2 2026 in Review

Watershed Private Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.89% in Q2 2026, buying an estimated $24.3K and bringing the position to 7,691 shares worth $2.85M. The position accounts for 0.8% of the portfolio, ranked #30.

Watershed Private Wealth first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Watershed Private Wealth held 7,691 shares of Vanguard Morningstar Total Stock Market ETF worth $2.85M as of Q2 2026.
Watershed Private Wealth bought 68 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.8% of Watershed Private Wealth's portfolio in Q2 2026, its #30 holding.
Watershed Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.