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

Wealth Alliance’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 		$388K Buy
+1,049
New +$375K 0.03% 382
2025
Q3 		– Sell
-5,673
Closed -$1.72M – 599
2025
Q2 		$1.72M Buy
5,673
+608
+12% +$171K 0.19% 98
2025
Q1 		$1.39M Buy
+5,065
New +$1.47M 0.17% 118

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

Wealth Alliance's VTI Position: Q2 2026 in Review

Wealth Alliance opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,049 shares worth $388K. The stake represents 0.03% of the portfolio and ranks #382 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in VTI as recently as Q2 2025.

Wealth Alliance first reported a position in VTI in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q2 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Alliance held 1,049 shares of Vanguard Morningstar Total Stock Market ETF worth $388K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Wealth Alliance position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #382 holding.
  • Wealth Alliance first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 3 quarters since.
  • Wealth Alliance's Vanguard Morningstar Total Stock Market ETF position peaked at $1.72M in Q2 2025.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.