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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 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. 1,987 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.
  • 1,987 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.