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

Wealth Forward LLC’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 		$361K Hold
976
– – 0.18% 35
2026
Q1 		$313K Hold
976
– – 0.18% 32
2025
Q4 		$327K Buy
976
+13
+1% +$4.33K 0.18% 32
2025
Q3 		$316K Sell
963
-1,558
-62% -$492K 0.18% 30
2025
Q2 		$766K Buy
2,521
+268
+12% +$75.4K 0.51% 19
2025
Q1 		$619K Buy
2,253
+211
+10% +$61.3K 0.44% 20
2024
Q4 		$592K Buy
2,042
+58
+3% +$16.9K 0.42% 20
2024
Q3 		$562K Buy
1,984
+104
+6% +$28.4K 0.39% 22
2024
Q2 		$503K Buy
1,880
+19
+1% +$4.92K 0.39% 22
2024
Q1 		$484K Buy
1,861
+9
+0.5% +$2.23K 0.38% 24
2023
Q4 		$439K Buy
+1,852
New +$409K 0.37% 23

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 Forward LLC's VTI Position: Q2 2026 in Review

Wealth Forward LLC held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 976 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #35.

Wealth Forward LLC first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $766K in Q2 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Forward LLC held 976 shares of Vanguard Morningstar Total Stock Market ETF worth $361K as of Q2 2026.
  • Wealth Forward LLC left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Wealth Forward LLC's portfolio in Q2 2026, its #35 holding.
  • Wealth Forward LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Forward LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $766K in Q2 2025.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.