WWM
VTI icon

Wolff Wiese Magana’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wolff Wiese Magana’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 		$199K Hold
538
– – 0.09% 115
2026
Q1 		$172K Sell
538
-15
-3% -$5.03K 0.1% 114
2025
Q4 		$185K Sell
553
-28
-5% -$9.31K 0.1% 110
2025
Q3 		$191K Hold
581
– – 0.11% 115
2025
Q2 		$177K Sell
581
-3
-0.5% -$844 0.11% 113
2025
Q1 		$161K Buy
584
+19
+3% +$5.52K 0.11% 107
2024
Q4 		$164K Buy
565
+4
+0.7% +$1.17K 0.11% 111
2024
Q3 		$159K Buy
561
+42
+8% +$11.5K 0.11% 111
2024
Q2 		$139K Hold
519
– – 0.11% 103
2024
Q1 		$135K Sell
519
-20
-4% -$4.95K 0.12% 95
2023
Q4 		$128K Sell
539
-93
-15% -$20.6K 0.12% 97
2023
Q3 		$134K Sell
632
-79
-11% -$17.5K 0.11% 114
2023
Q2 		$157K Sell
711
-493
-41% -$103K 0.12% 108
2023
Q1 		$246K Buy
1,204
+130
+12% +$26K 0.2% 83
2022
Q4 		$205K Buy
1,074
+1
+0.1% +$193 0.18% 90
2022
Q3 		$193K Buy
1,073
+236
+28% +$47K 0.16% 109
2022
Q2 		$158K Buy
837
+1
+0.1% +$205 0.12% 134
2022
Q1 		$190K Hold
836
– – 0.13% 128
2021
Q4 		$202K Sell
836
-7
-0.8% -$1.65K 0.13% 130
2021
Q3 		$187K Buy
843
+115
+16% +$26.2K 0.13% 133
2021
Q2 		$162K Buy
728
+1
+0.1% +$217 0.12% 144
2021
Q1 		$150K Buy
727
+52
+8% +$10.5K 0.12% 142
2020
Q4 		$131K Buy
+675
New +$123K 0.11% 152

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

Wolff Wiese Magana's VTI Position: Q2 2026 in Review

Wolff Wiese Magana held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 538 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #115.

Wolff Wiese Magana first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $246K in Q1 2023. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wolff Wiese Magana held 538 shares of Vanguard Morningstar Total Stock Market ETF worth $199K as of Q2 2026.
  • Wolff Wiese Magana left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Wolff Wiese Magana's portfolio in Q2 2026, its #115 holding.
  • Wolff Wiese Magana first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Vanguard Morningstar Total Stock Market ETF position peaked at $246K in Q1 2023.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.