Wharton Business Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wharton Business Group’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	$283K	Hold	765	–	–	0.01%	123
2026 Q1	$245K	Hold	765	–	–	0.01%	128
2025 Q4	$256K	Hold	765	–	–	0.01%	127
2025 Q3	$251K	Hold	765	–	–	0.01%	127
2025 Q2	$233K	Hold	765	–	–	0.01%	127
2025 Q1	$210K	Hold	765	–	–	0.01%	130
2024 Q4	$222K	Hold	765	–	–	0.01%	128
2024 Q3	$217K	Hold	765	–	–	0.01%	132
2024 Q2	$205K	Buy	+765	New	+$198K	0.01%	131
2022 Q2	–	Sell	-895	Closed	-$204K	–	134
2022 Q1	$204K	Hold	895	–	–	0.01%	127
2021 Q4	$216K	Buy	+895	New	+$211K	0.01%	123

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

Wharton Business Group's VTI Position: Q2 2026 in Review

Wharton Business Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 765 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #123.

Wharton Business Group first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wharton Business Group held 765 shares of Vanguard Morningstar Total Stock Market ETF worth $283K as of Q2 2026.
Wharton Business Group 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 Wharton Business Group's portfolio in Q2 2026, its #123 holding.
Wharton Business Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.