WWM
VTI icon

Wiser Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wiser Wealth Management’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 		$2.41M Buy
6,501
+181
+3% +$64.7K 0.46% 19
2026
Q1 		$2.03M Buy
6,320
+2,505
+66% +$840K 0.44% 20
2025
Q4 		$1.28M Sell
3,815
-291
-7% -$96.8K 0.28% 26
2025
Q3 		$1.35M Sell
4,106
-160
-4% -$50.5K 0.31% 25
2025
Q2 		$1.3M Sell
4,266
-1,035
-20% -$291K 0.32% 23
2025
Q1 		$1.46M Sell
5,301
-3,400
-39% -$988K 0.41% 21
2024
Q4 		$2.52M Sell
8,701
-9
-0.1% -$2.63K 0.71% 15
2024
Q3 		$2.47M Buy
8,710
+967
+12% +$264K 0.71% 15
2024
Q2 		$2.07M Buy
7,743
+2,349
+44% +$608K 0.64% 15
2024
Q1 		$1.4M Buy
5,394
+2,233
+71% +$552K 0.46% 17
2023
Q4 		$736K Sell
3,161
-7,176
-69% -$1.59M 0.27% 22
2023
Q3 		$2.2M Buy
10,337
+919
+10% +$203K 0.89% 16
2023
Q2 		$2.07M Buy
9,418
+970
+11% +$202K 0.83% 17
2023
Q1 		$1.72M Buy
8,448
+1,180
+16% +$236K 0.74% 19
2022
Q4 		$1.39M Sell
7,268
-571
-7% -$110K 0.64% 22
2022
Q3 		$1.41M Sell
7,839
-99
-1% -$19.7K 0.74% 19
2022
Q2 		$1.5M Buy
7,938
+1,073
+16% +$220K 0.78% 21
2022
Q1 		$1.56M Buy
6,865
+2,155
+46% +$485K 0.72% 19
2021
Q4 		$1.14M Buy
4,710
+326
+7% +$77K 0.56% 19
2021
Q3 		$974K Buy
4,384
+538
+14% +$123K 0.52% 20
2021
Q2 		$857K Buy
3,846
+462
+14% +$100K 0.52% 20
2021
Q1 		$699K Buy
3,384
+1,325
+64% +$268K 0.48% 20
2020
Q4 		$401K Buy
+2,059
New +$376K 0.3% 24

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Wiser Wealth Management's VTI Position: Q2 2026 in Review

Wiser Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.9% in Q2 2026, buying an estimated $64.7K and bringing the position to 6,501 shares worth $2.41M. The position accounts for 0.46% of the portfolio, ranked #19.

Wiser Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.52M in Q4 2024. 883 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wiser Wealth Management held 6,501 shares of Vanguard Total Stock Market ETF worth $2.41M as of Q2 2026.
  • Wiser Wealth Management bought 181 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $64.7K.
  • Vanguard Total Stock Market ETF made up 0.46% of Wiser Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Wiser Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Wiser Wealth Management's Vanguard Total Stock Market ETF position peaked at $2.52M in Q4 2024.
  • 883 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.