WF
VTI icon

Whelan Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Whelan Financial’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 		$2.53M Sell
6,831
-699
-9% -$250K 0.69% 18
2026
Q1 		$2.42M Buy
7,530
+605
+9% +$203K 0.75% 16
2025
Q4 		$2.32M Sell
6,925
-59
-0.8% -$19.6K 0.73% 18
2025
Q3 		$2.29M Sell
6,984
-408
-6% -$129K 0.73% 18
2025
Q2 		$2.25M Buy
7,392
+617
+9% +$174K 0.81% 16
2025
Q1 		$1.86M Sell
6,775
-27
-0.4% -$7.84K 0.72% 14
2024
Q4 		$1.97M Buy
6,802
+50
+0.7% +$14.6K 0.78% 13
2024
Q3 		$1.91M Sell
6,752
-234
-3% -$63.8K 0.79% 14
2024
Q2 		$1.87M Sell
6,986
-11
-0.2% -$2.85K 0.83% 11
2024
Q1 		$1.82M Sell
6,997
-147
-2% -$36.4K 0.83% 13
2023
Q4 		$1.69M Buy
7,144
+6
+0.1% +$1.33K 0.79% 12
2023
Q3 		$1.52M Buy
7,138
+300
+4% +$66.4K 0.8% 13
2023
Q2 		$1.51M Sell
6,838
-236
-3% -$49.2K 0.79% 13
2023
Q1 		$1.44M Sell
7,074
-360
-5% -$72.1K 0.8% 12
2022
Q4 		$1.42M Buy
7,434
+1,275
+21% +$246K 0.86% 11
2022
Q3 		$1.1M Sell
6,159
-4,264
-41% -$850K 0.76% 12
2022
Q2 		$1.97M Buy
10,423
+124
+1% +$25.5K 1.33% 10
2022
Q1 		$2.35M Buy
10,299
+7,375
+252% +$1.66M 1.44% 9
2021
Q4 		$706K Buy
2,924
+7
+0.2% +$1.65K 0.44% 11
2021
Q3 		$648K Buy
+2,917
New +$665K 0.59% 10

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Whelan Financial's VTI Position: Q2 2026 in Review

Whelan Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.3% in Q2 2026, selling an estimated $250K and leaving 6,831 shares worth $2.53M. The position accounts for 0.69% of the portfolio, ranked #18.

Whelan Financial first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Whelan Financial held 6,831 shares of Vanguard Morningstar Total Stock Market ETF worth $2.53M as of Q2 2026.
  • Whelan Financial sold 699 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $250K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.69% of Whelan Financial's portfolio in Q2 2026, its #18 holding.
  • Whelan Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.