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

Wealth Dimensions Group’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 		$1.78M Sell
4,814
-72
-1% -$25.7K 0.32% 45
2026
Q1 		$1.57M Buy
4,886
+115
+2% +$38.6K 0.31% 44
2025
Q4 		$1.6M Sell
4,771
-53
-1% -$17.6K 0.32% 44
2025
Q3 		$1.58M Buy
4,824
+374
+8% +$118K 0.33% 41
2025
Q2 		$1.35M Sell
4,450
-21
-0.5% -$5.91K 0.3% 43
2025
Q1 		$1.23M Buy
4,471
+179
+4% +$52K 0.29% 44
2024
Q4 		$1.24M Buy
4,292
+152
+4% +$44.3K 0.3% 42
2024
Q3 		$1.17M Buy
4,140
+73
+2% +$19.9K 0.3% 41
2024
Q2 		$1.09M Buy
4,067
+281
+7% +$72.7K 0.31% 40
2024
Q1 		$984K Buy
3,786
+2
+0.1% +$495 0.29% 44
2023
Q4 		$898K Sell
3,784
-90
-2% -$19.9K 0.28% 44
2023
Q3 		$823K Hold
3,874
– – 0.3% 47
2023
Q2 		$853K Buy
3,874
+73
+2% +$15.2K 0.31% 45
2023
Q1 		$776K Buy
3,801
+876
+30% +$175K 0.3% 46
2022
Q4 		$559K Buy
2,925
+67
+2% +$12.9K 0.23% 57
2022
Q3 		$513K Buy
2,858
+4
+0.1% +$797 0.25% 54
2022
Q2 		$538K Hold
2,854
– – 0.26% 57
2022
Q1 		$650K Buy
2,854
+28
+1% +$6.3K 0.3% 56
2021
Q4 		$682K Sell
2,826
-14
-0.5% -$3.31K 0.33% 50
2021
Q3 		$631K Sell
2,840
-143
-5% -$32.6K 0.4% 48
2021
Q2 		$665K Buy
2,983
+218
+8% +$47.3K 0.45% 43
2021
Q1 		$571K Hold
2,765
– – 0.44% 48
2020
Q4 		$538K Buy
+2,765
New +$505K 0.46% 40

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 Dimensions Group's VTI Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $25.7K and leaving 4,814 shares worth $1.78M. The position accounts for 0.32% of the portfolio, ranked #45.

Wealth Dimensions Group first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Dimensions Group held 4,814 shares of Vanguard Morningstar Total Stock Market ETF worth $1.78M as of Q2 2026.
  • Wealth Dimensions Group sold 72 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Wealth Dimensions Group's portfolio in Q2 2026, its #45 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.