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

Western 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 		$24.5M Buy
66,260
+432
+0.7% +$154K 0.8% 20
2026
Q1 		$21.1M Buy
65,828
+7,056
+12% +$2.37M 0.8% 23
2025
Q4 		$19.7M Buy
58,772
+13,556
+30% +$4.51M 0.91% 22
2025
Q3 		$14.8M Buy
45,216
+202
+0.4% +$63.8K 0.78% 22
2025
Q2 		$13.7M Buy
45,014
+731
+2% +$206K 0.81% 24
2025
Q1 		$12.2M Sell
44,283
-11,069
-20% -$3.22M 0.81% 24
2024
Q4 		$16M Buy
55,352
+234
+0.4% +$68.3K 0.86% 21
2024
Q3 		$15.6M Buy
55,118
+9,188
+20% +$2.51M 0.89% 19
2024
Q2 		$12.3M Buy
45,930
+455
+1% +$118K 0.91% 21
2024
Q1 		$11.8M Sell
45,475
-10,397
-19% -$2.57M 0.92% 20
2023
Q4 		$13.3M Buy
55,872
+1,537
+3% +$340K 0.96% 18
2023
Q3 		$11.5M Sell
54,335
-660
-1% -$146K 0.98% 17
2023
Q2 		$12.1M Buy
54,995
+1,391
+3% +$290K 1.03% 16
2023
Q1 		$10.9M Buy
53,604
+678
+1% +$136K 1.02% 15
2022
Q4 		$10.1M Sell
52,926
-50,111
-49% -$9.66M 1.03% 15
2022
Q3 		$18.6M Sell
103,037
-938
-0.9% -$187K 1.07% 16
2022
Q2 		$19.7M Sell
103,975
-2,066
-2% -$424K 1.13% 14
2022
Q1 		$24.1M Buy
106,041
+60,138
+131% +$13.5M 1.17% 13
2021
Q4 		$11.1M Buy
+45,903
New +$10.8M 1.09% 13
2021
Q2 		$12.3M Buy
55,105
+15,021
+37% +$3.26M 1.26% 11
2021
Q1 		$8.29M Sell
40,084
-508
-1% -$103K 1.11% 13
2020
Q4 		$7.9M Sell
40,592
-6,284
-13% -$1.15M 1.16% 12
2020
Q3 		$7.99M Sell
46,876
-293
-0.6% -$49.3K 1.3% 12
2020
Q2 		$7.39M Sell
47,169
-1,418
-3% -$209K 1.34% 11
2020
Q1 		$6.27M Sell
48,587
-20,655
-30% -$3.19M 1.44% 12
2019
Q4 		$11.3M Sell
69,242
-6,884
-9% -$1.08M 1.72% 11
2019
Q3 		$11.5M Sell
76,126
-8,956
-11% -$1.35M 2.39% 7
2019
Q2 		$12.8M Buy
85,082
+1,001
+1% +$147K 1.68% 19
2019
Q1 		$12.2M Buy
84,081
+3,833
+5% +$535K 2.71% 6
2018
Q4 		$10.2M Buy
+80,248
New +$11.1M 2.76% 4

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

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

Western Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.66% in Q2 2026, buying an estimated $154K and bringing the position to 66,260 shares worth $24.5M. The position accounts for 0.8% of the portfolio, ranked #20.

Western Wealth Management first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Western Wealth Management held 66,260 shares of Vanguard Morningstar Total Stock Market ETF worth $24.5M as of Q2 2026.
  • Western Wealth Management bought 432 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.8% of Western Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Western Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.