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Wheelhouse Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wheelhouse Advisory 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 		$403K Sell
1,088
-3
-0.3% -$1.07K 0.11% 36
2026
Q1 		$350K Buy
1,091
+45
+4% +$15.1K 0.12% 35
2025
Q4 		$354K Sell
1,046
-87
-8% -$28.9K 0.13% 36
2025
Q3 		$372K Sell
1,133
-92
-8% -$29.1K 0.16% 34
2025
Q2 		$373K Sell
1,225
-104
-8% -$29.3K 0.18% 32
2025
Q1 		$366K Sell
1,329
-487
-27% -$141K 0.21% 34
2024
Q4 		$527K Buy
1,816
+123
+7% +$35.9K 0.31% 29
2024
Q3 		$479K Sell
1,693
-298
-15% -$81.3K 0.31% 31
2024
Q2 		$537K Buy
1,991
+155
+8% +$40.1K 0.38% 25
2024
Q1 		$477K Sell
1,836
-285
-13% -$70.5K 0.37% 25
2023
Q4 		$503K Buy
+2,121
New +$469K 0.44% 23

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Wheelhouse Advisory Group's VTI Position: Q2 2026 in Review

Wheelhouse Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, selling an estimated $1.07K and leaving 1,088 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #36.

Wheelhouse Advisory Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $537K in Q2 2024. 2,701 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wheelhouse Advisory Group held 1,088 shares of Vanguard Morningstar Total Stock Market ETF worth $403K as of Q2 2026.
  • Wheelhouse Advisory Group sold 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Wheelhouse Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Wheelhouse Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $537K in Q2 2024.
  • 2,701 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.