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

Wealth Management Partners’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	$700K	Sell	1,892 -226	-11%	-$80.8K	0.16%	97
2026 Q1	$679K	Buy	2,118 +563	+36%	+$189K	0.19%	91
2025 Q4	$521K	Buy	1,555 +591	+61%	+$197K	0.15%	95
2025 Q3	$316K	Hold	964	–	–	0.1%	116
2025 Q2	$295K	Hold	964	–	–	0.1%	114
2025 Q1	$265K	Sell	964 -58	-6%	-$16.9K	0.12%	101
2024 Q4	$296K	Hold	1,022	–	–	0.13%	99
2024 Q3	$289K	Sell	1,022 -74	-7%	-$20.2K	0.13%	93
2024 Q2	$293K	Sell	1,096 -38	-3%	-$9.84K	0.14%	85
2024 Q1	$295K	Hold	1,134	–	–	0.15%	95
2023 Q4	$269K	Buy	1,134 +2	+0.2%	+$442	0.15%	96
2023 Q3	$241K	Hold	1,132	–	–	0.15%	99
2023 Q2	$249K	Buy	+1,132	New	+$236K	0.16%	102
2021 Q1	–	Sell	-1,060	Closed	-$213K	–	132
2020 Q4	$213K	Buy	+1,060	New	+$194K	0.17%	111

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Management Partners's VTI Position: Q2 2026 in Review

Wealth Management Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $80.8K and leaving 1,892 shares worth $700K. The position accounts for 0.16% of the portfolio, ranked #97.

Wealth Management Partners first reported a position in VTI in Q4 2020 and has held it in 14 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wealth Management Partners held 1,892 shares of Vanguard Morningstar Total Stock Market ETF worth $700K as of Q2 2026.
Wealth Management Partners sold 226 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $80.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Wealth Management Partners's portfolio in Q2 2026, its #97 holding.
Wealth Management Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 14 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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