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Wealth Enhancement Trust Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealth Enhancement Trust Services’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 		$1.58M Buy
4,277
+1,205
+39% +$431K 0.18% 113
2026
Q1 		$986K Hold
3,072
– – 0.12% 143
2025
Q4 		$1.03M Buy
+3,072
New +$1.02M 0.13% 131

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Trust Services's VTI Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 39% in Q2 2026, buying an estimated $431K and bringing the position to 4,277 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #113.

Wealth Enhancement Trust Services first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,102 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,277 shares of Vanguard Morningstar Total Stock Market ETF worth $1.58M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,205 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $431K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #113 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,102 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.