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WealthCare Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WealthCare Investment 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 		$802K Buy
2,169
+233
+12% +$83.3K 0.19% 97
2026
Q1 		$630K Sell
1,936
-78
-4% -$26.2K 0.17% 106
2025
Q4 		$677K Sell
2,014
-140
-6% -$46.6K 0.2% 98
2025
Q3 		$709K Sell
2,154
-8
-0.4% -$2.53K 0.23% 88
2025
Q2 		$666K Buy
2,162
+67
+3% +$18.8K 0.24% 85
2025
Q1 		$529K Sell
2,095
-48
-2% -$13.9K 0.22% 83
2024
Q4 		$620K Sell
2,143
-14
-0.6% -$4.08K 0.27% 76
2024
Q3 		$604K Sell
2,157
-43
-2% -$11.7K 0.26% 75
2024
Q2 		$588K Sell
2,200
-113
-5% -$29.2K 0.27% 76
2024
Q1 		$601K Sell
2,313
-181
-7% -$44.8K 0.29% 70
2023
Q4 		$590K Sell
2,494
-121
-5% -$26.8K 0.32% 68
2023
Q3 		$555K Buy
2,615
+34
+1% +$7.53K 0.34% 65
2023
Q2 		$569K Sell
2,581
-45
-2% -$9.39K 0.34% 62
2023
Q1 		$536K Sell
2,626
-145
-5% -$29K 0.32% 65
2022
Q4 		$530K Sell
2,771
-210
-7% -$40.5K 0.36% 66
2022
Q3 		$535K Sell
2,981
-38
-1% -$7.57K 0.44% 59
2022
Q2 		$569K Sell
3,019
-641
-18% -$132K 0.49% 58
2022
Q1 		$818K Sell
3,660
-586
-14% -$132K 0.73% 39
2021
Q4 		$1.02M Buy
+4,246
New +$1M 0.99% 29

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

WealthCare Investment Partners's VTI Position: Q2 2026 in Review

WealthCare Investment Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $83.3K and bringing the position to 2,169 shares worth $802K. The position accounts for 0.19% of the portfolio, ranked #97.

WealthCare Investment Partners first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2021. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WealthCare Investment Partners held 2,169 shares of Vanguard Morningstar Total Stock Market ETF worth $802K as of Q2 2026.
  • WealthCare Investment Partners bought 233 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $83.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of WealthCare Investment Partners's portfolio in Q2 2026, its #97 holding.
  • WealthCare Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • WealthCare Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.02M in Q4 2021.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.