Wealthedge Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthedge Investment 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	$3.2M	Buy	8,646 +5,061	+141%	+$1.81M	1.09%	28
2026 Q1	$1.15M	Sell	3,585 -196	-5%	-$65.8K	0.42%	59
2025 Q4	$1.27M	Hold	3,781	–	–	0.47%	60
2025 Q3	$1.24M	Buy	3,781 +101	+3%	+$31.9K	0.47%	63
2025 Q2	$1.12M	Buy	3,680 +544	+17%	+$153K	0.47%	64
2025 Q1	$862K	Hold	3,136	–	–	0.39%	64
2024 Q4	$909K	Buy	+3,136	New	+$915K	0.41%	68

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

Wealthedge Investment Advisors's VTI Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 141% in Q2 2026, buying an estimated $1.81M and bringing the position to 8,646 shares worth $3.2M. The position accounts for 1.09% of the portfolio, ranked #28.

Wealthedge Investment Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wealthedge Investment Advisors held 8,646 shares of Vanguard Morningstar Total Stock Market ETF worth $3.2M as of Q2 2026.
Wealthedge Investment Advisors bought 5,061 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.81M.
Vanguard Morningstar Total Stock Market ETF made up 1.09% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #28 holding.
Wealthedge Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.