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

Wealth Management Strategies’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	$3.01M	Buy	8,135 +165	+2%	+$59K	1.18%	15
2026 Q1	$2.56M	Sell	7,970 -22	-0.3%	-$7.38K	1.16%	15
2025 Q4	$2.68M	Buy	7,992 +83	+1%	+$27.6K	1.23%	15
2025 Q3	$2.6M	Buy	7,909 +115	+1%	+$36.3K	1.29%	15
2025 Q2	$2.37M	Sell	7,794 -178	-2%	-$50.1K	1.27%	15
2025 Q1	$2.19M	Buy	7,972 +339	+4%	+$98.5K	1.47%	15
2024 Q4	$2.21M	Buy	+7,633	New	+$2.23M	1.69%	13

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 Strategies's VTI Position: Q2 2026 in Review

Wealth Management Strategies increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, buying an estimated $59K and bringing the position to 8,135 shares worth $3.01M. The position accounts for 1.18% of the portfolio, ranked #15.

Wealth Management Strategies first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wealth Management Strategies held 8,135 shares of Vanguard Morningstar Total Stock Market ETF worth $3.01M as of Q2 2026.
Wealth Management Strategies bought 165 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $59K.
Vanguard Morningstar Total Stock Market ETF made up 1.18% of Wealth Management Strategies's portfolio in Q2 2026, its #15 holding.
Wealth Management Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 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 Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.