WPA
VTI icon

Wealth Preservation Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-96
Closed -$30.8K – 930
2026
Q1 		$30.8K Hold
96
– – 0.03% 246
2025
Q4 		$32.2K Hold
96
– – 0.02% 226
2025
Q3 		$31.5K Buy
96
+1
+1% +$316 0.02% 219
2025
Q2 		$28.9K Hold
95
– – 0.02% 221
2025
Q1 		$26.1K Buy
+95
New +$27.6K 0.02% 235

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 Preservation Advisors's VTI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 96 shares — an estimated $30.8K sold.

Wealth Preservation Advisors first reported a position in VTI in Q1 2025 and held it in 5 quarters. The position peaked at $32.2K in Q4 2025. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 96 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $30.8K.
  • Wealth Preservation Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $32.2K in Q4 2025.
  • 3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.