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Werba Rubin Papier Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Werba Rubin Papier Wealth Management’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 		$3.76M Buy
10,159
+181
+2% +$64.7K 0.46% 36
2026
Q1 		$3.2M Buy
9,978
+740
+8% +$248K 0.45% 38
2025
Q4 		$3.1M Sell
9,238
-2
-0% -$665 0.84% 26
2025
Q3 		$3.03M Sell
9,240
-545
-6% -$172K 0.49% 34
2025
Q2 		$2.97M Buy
9,785
+33
+0.3% +$9.28K 0.56% 31
2025
Q1 		$2.68M Buy
9,752
+1,395
+17% +$405K 0.58% 31
2024
Q4 		$2.42M Sell
8,357
-449
-5% -$131K 0.57% 33
2024
Q3 		$2.49M Buy
8,806
+336
+4% +$91.6K 0.58% 31
2024
Q2 		$2.27M Sell
8,470
-1,467
-15% -$380K 0.63% 31
2024
Q1 		$2.58M Sell
9,937
-2,349
-19% -$581K 0.75% 23
2023
Q4 		$2.91M Sell
12,286
-2,623
-18% -$580K 0.99% 18
2023
Q3 		$3.17M Sell
14,909
-1,933
-11% -$428K 1.13% 16
2023
Q2 		$3.71M Buy
16,842
+1,773
+12% +$370K 1.29% 14
2023
Q1 		$3.08M Sell
15,069
-3,465
-19% -$694K 1.21% 15
2022
Q4 		$3.54M Buy
+18,534
New +$3.57M 1.46% 14

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

Werba Rubin Papier Wealth Management's VTI Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, buying an estimated $64.7K and bringing the position to 10,159 shares worth $3.76M. The position accounts for 0.46% of the portfolio, ranked #36.

Werba Rubin Papier Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 10,159 shares of Vanguard Morningstar Total Stock Market ETF worth $3.76M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 181 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.46% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.