Wealthcare Capital Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthcare Capital 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	$25.1M	Sell	67,736 -950	-1%	-$340K	10.36%	2
2026 Q1	$22M	Sell	68,686 -1,709	-2%	-$573K	10.32%	2
2025 Q4	$23.6M	Buy	70,395 +573	+0.8%	+$191K	11.06%	2
2025 Q3	$22.9M	Sell	69,822 -1,264	-2%	-$399K	10.53%	2
2025 Q2	$21.6M	Sell	71,086 -237	-0.3%	-$66.7K	10.86%	2
2025 Q1	$19.6M	Buy	71,323 +968	+1%	+$281K	10.08%	3
2024 Q4	$20.4M	Buy	+70,355	New	+$20.5M	10.62%	2

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

Wealthcare Capital Partners's VTI Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $340K and leaving 67,736 shares worth $25.1M. The position accounts for 10.36% of the portfolio, ranked #2.

Wealthcare Capital Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wealthcare Capital Partners held 67,736 shares of Vanguard Morningstar Total Stock Market ETF worth $25.1M as of Q2 2026.
Wealthcare Capital Partners sold 950 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $340K.
Vanguard Morningstar Total Stock Market ETF made up 10.36% of Wealthcare Capital Partners's portfolio in Q2 2026, its #2 holding.
Wealthcare Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.