WAG
VTI icon

Wiser Advisor Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wiser Advisor 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 		$13.1K Hold
35
– – 0.01% 154
2026
Q1 		$11.3K Buy
35
+1
+3% +$336 0.01% 159
2025
Q4 		$11.5K Hold
34
– – 0.01% 169
2025
Q3 		$11.2K Buy
+34
New +$10.7K 0.01% 167
2025
Q2 		– Sell
-34
Closed -$9.33K – 250
2025
Q1 		$9.33K Hold
34
– – 0.01% 182
2024
Q4 		$9.81K Hold
34
– – 0.01% 181
2024
Q3 		$9.52K Hold
34
– – 0.01% 189
2024
Q2 		$8.96K Buy
34
+1
+3% +$259 0.01% 200
2024
Q1 		$8.71K Hold
33
– – 0.01% 197
2023
Q4 		$7.92K Buy
+33
New +$7.29K 0.01% 198

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

Wiser Advisor Group's VTI Position: Q2 2026 in Review

Wiser Advisor Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 35 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #154.

Wiser Advisor Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wiser Advisor Group held 35 shares of Vanguard Morningstar Total Stock Market ETF worth $13.1K as of Q2 2026.
  • Wiser Advisor Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #154 holding.
  • Wiser Advisor Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.