Woodward Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Woodward Financial Advisors’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	$350K	Buy	945 +3	+0.3%	+$1.07K	0.12%	50
2026 Q1	$293K	Hold	942	–	–	0.11%	48
2025 Q4	$316K	Buy	942 +42	+5%	+$14K	0.12%	44
2025 Q3	$295K	Buy	900 +1	+0.1%	+$316	0.11%	47
2025 Q2	$273K	Hold	899	–	–	0.11%	52
2025 Q1	$247K	Buy	+899	New	+$261K	0.12%	50

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

Woodward Financial Advisors's VTI Position: Q2 2026 in Review

Woodward Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q2 2026, buying an estimated $1.07K and bringing the position to 945 shares worth $350K. The position accounts for 0.12% of the portfolio, ranked #50.

Woodward Financial Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Woodward Financial Advisors held 945 shares of Vanguard Morningstar Total Stock Market ETF worth $350K as of Q2 2026.
Woodward Financial Advisors bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Woodward Financial Advisors's portfolio in Q2 2026, its #50 holding.
Woodward Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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