Whitaker-Myers Wealth Managers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Whitaker-Myers Wealth Managers’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	$269K	Buy	+726	New	+$260K	0.04%	106
2026 Q1	–	Sell	-1,174	Closed	-$394K	–	122
2025 Q4	$394K	Sell	1,174 -503	-30%	-$167K	0.08%	95
2025 Q3	$550K	Sell	1,677 -497	-23%	-$157K	0.12%	82
2025 Q2	$661K	Sell	2,174 -275	-11%	-$77.3K	0.17%	62
2025 Q1	$673K	Sell	2,449 -313	-11%	-$90.9K	0.19%	50
2024 Q4	$800K	Sell	2,762 -4,189	-60%	-$1.22M	0.23%	47
2024 Q3	$1.97M	Sell	6,951 -242	-3%	-$66K	0.65%	22
2024 Q2	$1.92M	Sell	7,193 -690	-9%	-$179K	0.71%	22
2024 Q1	$2.05M	Buy	7,883 +4,959	+170%	+$1.23M	0.86%	18
2023 Q4	$694K	Sell	2,924 -72	-2%	-$15.9K	0.35%	47
2023 Q3	$636K	Sell	2,996 -14	-0.5%	-$3.1K	0.4%	43
2023 Q2	$663K	Sell	3,010 -195	-6%	-$40.7K	0.44%	41
2023 Q1	$654K	Sell	3,205 -28	-0.9%	-$5.61K	0.51%	40
2022 Q4	$618K	Buy	+3,233	New	+$623K	0.59%	39

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

Whitaker-Myers Wealth Managers's VTI Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 726 shares worth $269K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in VTI as recently as Q4 2025.

Whitaker-Myers Wealth Managers first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q1 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Whitaker-Myers Wealth Managers held 726 shares of Vanguard Morningstar Total Stock Market ETF worth $269K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Whitaker-Myers Wealth Managers position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #106 holding.
Whitaker-Myers Wealth Managers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Whitaker-Myers Wealth Managers's Vanguard Morningstar Total Stock Market ETF position peaked at $2.05M in Q1 2024.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.