Wayfinding Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wayfinding Financial’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	$636K	Sell	1,721 -6	-0.3%	-$2.15K	0.24%	73
2026 Q1	$554K	Buy	1,727 +9	+0.5%	+$3.02K	0.24%	66
2025 Q4	$576K	Sell	1,718 -1	-0.1%	-$333	0.24%	69
2025 Q3	$565K	Sell	1,719 -4	-0.2%	-$1.26K	0.24%	70
2025 Q2	$535K	Sell	1,723 -112	-6%	-$31.5K	0.24%	70
2025 Q1	$504K	Buy	1,835 +10	+0.5%	+$2.9K	0.22%	71
2024 Q4	$529K	Buy	+1,825	New	+$532K	0.28%	64
2024 Q3	–	Sell	-1,962	Closed	-$526K	–	124
2024 Q2	$526K	Buy	1,962 +2	+0.1%	+$518	0.3%	62
2024 Q1	$502K	Buy	1,960 +9	+0.5%	+$2.23K	0.29%	70
2023 Q4	$463K	Buy	+1,951	New	+$431K	0.32%	62

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

Wayfinding Financial's VTI Position: Q2 2026 in Review

Wayfinding Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.35% in Q2 2026, selling an estimated $2.15K and leaving 1,721 shares worth $636K. The position accounts for 0.24% of the portfolio, ranked #73.

Wayfinding Financial first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wayfinding Financial held 1,721 shares of Vanguard Morningstar Total Stock Market ETF worth $636K as of Q2 2026.
Wayfinding Financial sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.24% of Wayfinding Financial's portfolio in Q2 2026, its #73 holding.
Wayfinding Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.