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

Widmann Financial Services’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	$347K	Hold	938	–	–	0.19%	92
2026 Q1	$301K	Buy	938 +123	+15%	+$41.3K	0.18%	97
2025 Q4	$273K	Hold	815	–	–	0.17%	100
2025 Q3	$267K	Sell	815 -32	-4%	-$10.1K	0.17%	96
2025 Q2	$257K	Hold	847	–	–	0.18%	98
2025 Q1	$233K	Hold	847	–	–	0.18%	90
2024 Q4	$245K	Hold	847	–	–	0.19%	86
2024 Q3	$240K	Hold	847	–	–	0.18%	90
2024 Q2	$227K	Sell	847 -134	-14%	-$34.7K	0.18%	88
2024 Q1	$255K	Hold	981	–	–	0.21%	82
2023 Q4	$233K	Hold	981	–	–	0.21%	83
2023 Q3	$208K	Hold	981	–	–	0.21%	80
2023 Q2	$216K	Hold	981	–	–	0.21%	77
2023 Q1	$200K	Sell	981 -169	-15%	-$33.8K	0.2%	77
2022 Q4	$220K	Hold	1,150	–	–	0.23%	74
2022 Q3	$206K	Sell	1,150 -150	-12%	-$29.9K	0.23%	76
2022 Q2	$245K	Sell	1,300 -42	-3%	-$8.63K	0.25%	71
2022 Q1	$305K	Sell	1,342 -18	-1%	-$4.05K	0.27%	66
2021 Q4	$328K	Buy	+1,360	New	+$321K	0.27%	63

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

Widmann Financial Services's VTI Position: Q2 2026 in Review

Widmann Financial Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 938 shares worth $347K. The position accounts for 0.19% of the portfolio, ranked #92.

Widmann Financial Services first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Widmann Financial Services held 938 shares of Vanguard Morningstar Total Stock Market ETF worth $347K as of Q2 2026.
Widmann Financial Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Widmann Financial Services's portfolio in Q2 2026, its #92 holding.
Widmann Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.