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

Wealth Effects’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 		$10.6M Buy
28,679
+1,064
+4% +$380K 2.86% 6
2026
Q1 		$8.86M Buy
27,615
+151
+0.5% +$50.7K 3.14% 5
2025
Q4 		$9.21M Buy
27,464
+7
+0% +$2.33K 2.88% 7
2025
Q3 		$9.01M Sell
27,457
-1,679
-6% -$530K 2.9% 6
2025
Q2 		$8.86M Buy
29,136
+100
+0.3% +$28.1K 3.31% 5
2025
Q1 		$7.98M Sell
29,036
-35
-0.1% -$10.2K 3.35% 5
2024
Q4 		$8.43M Sell
29,071
-19
-0.1% -$5.54K 2.99% 5
2024
Q3 		$8.24M Buy
29,090
+2,782
+11% +$759K 2.89% 6
2024
Q2 		$7.04M Sell
26,308
-330
-1% -$85.4K 2.55% 6
2024
Q1 		$6.92M Buy
26,638
+200
+0.8% +$49.5K 2.55% 6
2023
Q4 		$6.27M Sell
26,438
-429
-2% -$94.8K 2.36% 7
2023
Q3 		$5.71M Buy
26,867
+501
+2% +$111K 2.82% 6
2023
Q2 		$5.81M Buy
26,366
+519
+2% +$108K 2.56% 7
2023
Q1 		$5.28M Buy
25,847
+340
+1% +$68.1K 2.7% 6
2022
Q4 		$4.88M Buy
+25,507
New +$4.92M 2.78% 6
2022
Q2 		– Sell
-1,234
Closed -$281K – 212
2022
Q1 		$281K Buy
1,234
+202
+20% +$45.4K 0.13% 144
2021
Q4 		$249K Buy
+1,032
New +$244K 0.1% 176

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 Effects's VTI Position: Q2 2026 in Review

Wealth Effects increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, buying an estimated $380K and bringing the position to 28,679 shares worth $10.6M. The position accounts for 2.86% of the portfolio, ranked #6.

Wealth Effects first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Effects held 28,679 shares of Vanguard Morningstar Total Stock Market ETF worth $10.6M as of Q2 2026.
  • Wealth Effects bought 1,064 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $380K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.86% of Wealth Effects's portfolio in Q2 2026, its #6 holding.
  • Wealth Effects first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.