Western Pacific Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Western Pacific 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	$4.22K	Hold	11	–	–	﹤0.01%	164
2026 Q1	$3.65K	Hold	11	–	–	﹤0.01%	168
2025 Q4	$3.8K	Hold	11	–	–	﹤0.01%	161
2025 Q3	$3.7K	Hold	11	–	–	﹤0.01%	173
2025 Q2	$3.42K	Hold	11	–	–	﹤0.01%	180
2025 Q1	$3.09K	Hold	11	–	–	﹤0.01%	181
2024 Q4	$3.24K	Hold	11	–	–	﹤0.01%	186
2024 Q3	$3.15K	Hold	11	–	–	﹤0.01%	227
2024 Q2	$2.96K	Hold	11	–	–	﹤0.01%	203
2024 Q1	$2.88K	Hold	11	–	–	﹤0.01%	233
2023 Q4	$2.62K	Hold	11	–	–	﹤0.01%	218
2023 Q3	$2.34K	Hold	11	–	–	﹤0.01%	247
2023 Q2	$2.42K	Hold	11	–	–	﹤0.01%	254
2023 Q1	$2.25K	Hold	11	–	–	﹤0.01%	265
2022 Q4	$2.1K	Sell	11 -189	-95%	-$36.4K	﹤0.01%	262
2022 Q3	$35K	Hold	200	–	–	0.03%	134
2022 Q2	$37K	Hold	200	–	–	0.04%	90
2022 Q1	$45K	Hold	200	–	–	0.03%	100
2021 Q4	$48K	Buy	+200	New	+$47.2K	0.03%	113

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

Western Pacific Wealth Management's VTI Position: Q2 2026 in Review

Western Pacific Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 11 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Western Pacific Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $48K in Q4 2021. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Western Pacific Wealth Management held 11 shares of Vanguard Morningstar Total Stock Market ETF worth $4.22K as of Q2 2026.
Western Pacific Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #164 holding.
Western Pacific Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $48K in Q4 2021.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.