WMA
VTI icon

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

Wealth Management Associates’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 		$10.5M Buy
28,261
+429
+2% +$153K 2.89% 5
2026
Q1 		$8.93M Buy
27,832
+14
+0.1% +$4.7K 3.08% 5
2025
Q4 		$9.33M Sell
27,818
-456
-2% -$152K 3.24% 5
2025
Q3 		$9.28M Buy
28,274
+29
+0.1% +$9.16K 3.29% 6
2025
Q2 		$8.58M Buy
28,245
+1,119
+4% +$315K 3.34% 6
2025
Q1 		$7.46M Buy
27,126
+812
+3% +$236K 3.19% 6
2024
Q4 		$7.63M Sell
26,314
-206
-0.8% -$60.1K 3.26% 5
2024
Q3 		$7.51M Buy
26,520
+130
+0.5% +$35.5K 3.3% 5
2024
Q2 		$7.06M Hold
26,390
– – 3.31% 5
2024
Q1 		$7.06M Sell
26,390
-607
-2% -$150K 3.31% 5
2023
Q4 		$6.4M Buy
26,997
+153
+0.6% +$33.8K 3.38% 4
2023
Q3 		$5.7M Sell
26,844
-167
-0.6% -$37K 3.33% 5
2023
Q2 		$5.95M Sell
27,011
-365
-1% -$76.1K 3.37% 5
2023
Q1 		$5.59M Sell
27,376
-66
-0.2% -$13.2K 3.45% 4
2022
Q4 		$5.25M Sell
27,442
-3,130
-10% -$603K 3.49% 3
2022
Q3 		$5.49M Buy
30,572
+213
+0.7% +$42.5K 3.86% 3
2022
Q2 		$5.73M Buy
30,359
+800
+3% +$164K 3.91% 3
2022
Q1 		$6.73M Sell
29,559
-642
-2% -$144K 3.82% 3
2021
Q4 		$7.29M Buy
30,201
+95
+0.3% +$22.4K 3.92% 3
2021
Q3 		$6.69M Buy
30,106
+565
+2% +$129K 3.91% 3
2021
Q2 		$6.58M Sell
29,541
-154
-0.5% -$33.4K 3.74% 3
2021
Q1 		$6.14M Sell
29,695
-13,551
-31% -$2.74M 3.9% 3
2020
Q4 		$8.42M Buy
43,246
+14,074
+48% +$2.57M 5.53% 2
2020
Q3 		$4.97M Sell
29,172
-271
-0.9% -$45.6K 3.84% 3
2020
Q2 		$4.61M Sell
29,443
-25,263
-46% -$3.73M 3.89% 4
2020
Q1 		$7.05M Buy
54,706
+217
+0.4% +$33.6K 7.13% 1
2019
Q4 		$8.92M Buy
54,489
+1,403
+3% +$220K 6.38% 1
2019
Q3 		$8.02M Buy
53,086
+1,216
+2% +$183K 6.45% 1
2019
Q2 		$7.79M Buy
51,870
+163
+0.3% +$24K 7.75% 1
2019
Q1 		$7.48M Buy
51,707
+1,939
+4% +$271K 8.15% 1
2018
Q4 		$6.35M Buy
+49,768
New +$6.87M 8.55% 1

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 Management Associates's VTI Position: Q2 2026 in Review

Wealth Management Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, buying an estimated $153K and bringing the position to 28,261 shares worth $10.5M. The position accounts for 2.89% of the portfolio, ranked #5.

Wealth Management Associates first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Management Associates held 28,261 shares of Vanguard Morningstar Total Stock Market ETF worth $10.5M as of Q2 2026.
  • Wealth Management Associates bought 429 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $153K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.89% of Wealth Management Associates's portfolio in Q2 2026, its #5 holding.
  • Wealth Management Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.