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

Wealth Architects’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 		$7.49M Buy
20,240
+1,553
+8% +$555K 0.59% 35
2026
Q1 		$6M Buy
18,687
+16
+0.1% +$5.37K 0.53% 36
2025
Q4 		$6.26M Sell
18,671
-153
-0.8% -$50.9K 0.56% 35
2025
Q3 		$6.18M Buy
18,824
+83
+0.4% +$26.2K 0.58% 33
2025
Q2 		$5.7M Sell
18,741
-7
-0% -$1.97K 0.58% 33
2025
Q1 		$5.15M Sell
18,748
-142
-0.8% -$41.3K 0.57% 31
2024
Q4 		$5.47M Buy
18,890
+181
+1% +$52.8K 0.62% 30
2024
Q3 		$5.3M Sell
18,709
-401
-2% -$109K 0.6% 30
2024
Q2 		$5.11M Sell
19,110
-811
-4% -$210K 0.62% 30
2024
Q1 		$5.18M Buy
19,921
+10,123
+103% +$2.5M 0.68% 28
2023
Q4 		$2.32M Buy
9,798
+725
+8% +$160K 0.33% 46
2023
Q3 		$1.93M Sell
9,073
-127
-1% -$28.1K 0.33% 45
2023
Q2 		$2.03M Buy
9,200
+2,475
+37% +$516K 0.33% 45
2023
Q1 		$1.37M Sell
6,725
-324
-5% -$64.9K 0.24% 53
2022
Q4 		$1.35M Sell
7,049
-273
-4% -$52.6K 0.25% 50
2022
Q3 		$1.31M Sell
7,322
-1,111
-13% -$221K 0.28% 42
2022
Q2 		$1.59M Buy
8,433
+2,441
+41% +$502K 0.31% 39
2022
Q1 		$1.36M Buy
5,992
+508
+9% +$114K 0.23% 44
2021
Q4 		$1.32M Sell
5,484
-241
-4% -$56.9K 0.23% 44
2021
Q3 		$1.27M Sell
5,725
-276
-5% -$62.9K 0.25% 47
2021
Q2 		$1.34M Buy
6,001
+310
+5% +$67.3K 0.26% 41
2021
Q1 		$1.18M Sell
5,691
-883
-13% -$179K 0.25% 39
2020
Q4 		$1.28M Buy
6,574
+1,087
+20% +$199K 0.3% 35
2020
Q3 		$935K Sell
5,487
-345
-6% -$58K 0.25% 39
2020
Q2 		$913K Sell
5,832
-34
-0.6% -$5.01K 0.26% 41
2020
Q1 		$756K Sell
5,866
-988
-14% -$153K 0.26% 42
2019
Q4 		$1.12M Buy
6,854
+701
+11% +$110K 0.31% 32
2019
Q3 		$929K Sell
6,153
-295
-5% -$44.5K 0.28% 35
2019
Q2 		$968K Buy
6,448
+265
+4% +$39K 0.29% 34
2019
Q1 		$895K Sell
6,183
-119
-2% -$16.6K 0.28% 37
2018
Q4 		$804K Sell
6,302
-24
-0.4% -$3.31K 0.29% 37
2018
Q3 		$947K Sell
6,326
-113
-2% -$16.6K 0.29% 36
2018
Q2 		$904K Sell
6,439
-25
-0.4% -$3.49K 0.29% 36
2018
Q1 		$877K Sell
6,464
-1,054
-14% -$148K 0.29% 38
2017
Q4 		$1.03M Sell
7,518
-971
-11% -$130K 0.34% 32
2017
Q3 		$1.1M Buy
8,489
+578
+7% +$73.2K 0.38% 30
2017
Q2 		$984K Sell
7,911
-298
-4% -$36.7K 0.37% 31
2017
Q1 		$996K Sell
8,209
-912
-10% -$109K 0.4% 30
2016
Q4 		$1.05M Buy
9,121
+80
+0.9% +$9K 0.47% 28
2016
Q3 		$1.01M Buy
9,041
+175
+2% +$19.4K 0.47% 29
2016
Q2 		$950K Buy
8,866
+696
+9% +$73.8K 0.46% 30
2016
Q1 		$856K Sell
8,170
-88
-1% -$8.73K 0.43% 32
2015
Q4 		$861K Buy
8,258
+2,328
+39% +$245K 0.43% 34
2015
Q3 		$585K Sell
5,930
-612
-9% -$64.2K 0.31% 46
2015
Q2 		$700K Sell
6,542
-73
-1% -$7.96K 0.38% 40
2015
Q1 		$709K Sell
6,615
-473
-7% -$50.5K 0.41% 32
2014
Q4 		$751K Buy
+7,088
New +$733K 0.44% 32

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 Architects's VTI Position: Q2 2026 in Review

Wealth Architects increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.3% in Q2 2026, buying an estimated $555K and bringing the position to 20,240 shares worth $7.49M. The position accounts for 0.59% of the portfolio, ranked #35.

Wealth Architects first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Architects held 20,240 shares of Vanguard Morningstar Total Stock Market ETF worth $7.49M as of Q2 2026.
  • Wealth Architects bought 1,553 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $555K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Wealth Architects's portfolio in Q2 2026, its #35 holding.
  • Wealth Architects first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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