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Winnow Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Winnow Wealth’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 		$433K Buy
+1,169
New +$418K 0.29% 95
2026
Q1 		– Sell
-514
Closed -$173K – 548
2025
Q4 		$173K Buy
514
+157
+44% +$52.2K 0.13% 109
2025
Q3 		$117K Buy
+357
New +$113K 0.09% 115
2025
Q2 		– Sell
-357
Closed -$98K – 663
2025
Q1 		$98K Hold
357
– – 0.09% 113
2024
Q4 		$103K Buy
+357
New +$104K 0.1% 112

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winnow Wealth's VTI Position: Q2 2026 in Review

Winnow Wealth opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,169 shares worth $433K. The stake represents 0.29% of the portfolio and ranks #95 among its holdings. This is a return to the name: Winnow Wealth previously reported a position in VTI as recently as Q4 2025.

Winnow Wealth first reported a position in VTI in Q4 2024 and has held it in 5 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Winnow Wealth held 1,169 shares of Vanguard Morningstar Total Stock Market ETF worth $433K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Winnow Wealth position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Winnow Wealth's portfolio in Q2 2026, its #95 holding.
  • Winnow Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.