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Weitzel Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Weitzel Financial Services’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 		$11.3M Buy
30,853
+1,574
+5% +$563K 3.86% 10
2026
Q1 		$9.45M Buy
29,279
+1,153
+4% +$387K 3.56% 11
2025
Q4 		$9.46M Buy
28,126
+1,654
+6% +$550K 3.66% 11
2025
Q3 		$8.62M Buy
26,472
+950
+4% +$300K 3.5% 11
2025
Q2 		$8M Buy
25,522
+980
+4% +$276K 3.39% 12
2025
Q1 		$6.49M Buy
24,542
+576
+2% +$167K 3.09% 12
2024
Q4 		$7M Buy
23,966
+1,143
+5% +$333K 3.3% 10
2024
Q3 		$6.41M Buy
22,823
+1,209
+6% +$330K 3.01% 11
2024
Q2 		$5.79M Buy
21,614
+1,622
+8% +$420K 2.89% 11
2024
Q1 		$5.18M Buy
19,992
+301
+2% +$74.5K 2.61% 11
2023
Q4 		$4.65M Buy
19,691
+3,276
+20% +$724K 2.49% 11
2023
Q3 		$3.45M Buy
16,415
+1,753
+12% +$388K 2.02% 13
2023
Q2 		$3.23M Buy
14,662
+1,556
+12% +$325K 1.83% 13
2023
Q1 		$2.68M Buy
13,106
+283
+2% +$56.7K 1.61% 13
2022
Q4 		$2.45M Sell
12,823
-73
-0.6% -$14.1K 1.57% 13
2022
Q3 		$2.31M Buy
12,896
+1,342
+12% +$267K 1.63% 13
2022
Q2 		$2.18M Sell
11,554
-107
-0.9% -$22K 1.47% 16
2022
Q1 		$2.66M Buy
11,661
+63
+0.5% +$14.2K 1.7% 14
2021
Q4 		$2.8M Buy
11,598
+41
+0.4% +$9.68K 1.69% 13
2021
Q3 		$2.6M Buy
11,557
+647
+6% +$148K 1.69% 13
2021
Q2 		$2.48M Buy
10,910
+16
+0.1% +$3.47K 1.64% 13
2021
Q1 		$2.28M Buy
10,894
+35
+0.3% +$7.08K 1.6% 14
2020
Q4 		$2.25M Buy
+10,859
New +$1.98M 1.68% 13

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

Weitzel Financial Services's VTI Position: Q2 2026 in Review

Weitzel Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, buying an estimated $563K and bringing the position to 30,853 shares worth $11.3M. The position accounts for 3.86% of the portfolio, ranked #10.

Weitzel Financial Services first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Weitzel Financial Services held 30,853 shares of Vanguard Morningstar Total Stock Market ETF worth $11.3M as of Q2 2026.
  • Weitzel Financial Services bought 1,574 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $563K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.86% of Weitzel Financial Services's portfolio in Q2 2026, its #10 holding.
  • Weitzel Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.