WWA
VTI icon

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

WCG 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 		$9.24M Sell
24,972
-911
-4% -$326K 0.22% 108
2026
Q1 		$8.3M Sell
25,883
-11
-0% -$3.69K 0.23% 106
2025
Q4 		$8.68M Buy
25,894
+2,000
+8% +$665K 0.24% 98
2025
Q3 		$7.84M Sell
23,894
-1,596
-6% -$504K 0.49% 60
2025
Q2 		$7.75M Sell
25,490
-136
-0.5% -$38.3K 0.5% 59
2025
Q1 		$7.04M Sell
25,626
-5,883
-19% -$1.71M 0.54% 57
2024
Q4 		$9.13M Buy
31,509
+6,709
+27% +$1.96M 0.6% 51
2024
Q3 		$7.02M Buy
24,800
+3,010
+14% +$821K 0.47% 70
2024
Q2 		$5.83M Buy
21,790
+7,655
+54% +$1.98M 0.43% 69
2024
Q1 		$3.67M Sell
14,135
-7,186
-34% -$1.78M 0.31% 77
2023
Q4 		$5.06M Buy
21,321
+4,909
+30% +$1.09M 0.37% 69
2023
Q3 		$3.49M Buy
+16,412
New +$3.63M 0.26% 89
2022
Q4 		– Sell
-4,427
Closed -$945K – 278
2022
Q3 		$945K Buy
+4,427
New +$882K 0.13% 131

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

WCG Wealth Advisors's VTI Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q2 2026, selling an estimated $326K and leaving 24,972 shares worth $9.24M. The position accounts for 0.22% of the portfolio, ranked #108.

WCG Wealth Advisors first reported a position in VTI in Q3 2022 and has held it in 13 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WCG Wealth Advisors held 24,972 shares of Vanguard Morningstar Total Stock Market ETF worth $9.24M as of Q2 2026.
  • WCG Wealth Advisors sold 911 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $326K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of WCG Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • WCG Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 13 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.