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WPWealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WPWealth’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 		$3.33M Buy
8,997
+1
+0% +$358 0.49% 19
2026
Q1 		$2.89M Buy
8,996
+321
+4% +$108K 0.44% 21
2025
Q4 		$2.91M Sell
8,675
-361
-4% -$120K 0.46% 20
2025
Q3 		$2.97M Buy
9,036
+7
+0.1% +$2.21K 0.48% 22
2025
Q2 		$2.74M Sell
9,029
-1
-0% -$281 0.49% 23
2025
Q1 		$2.48M Sell
9,030
-12
-0.1% -$3.49K 0.49% 22
2024
Q4 		$2.62M Sell
9,042
-1,003
-10% -$293K 0.54% 18
2024
Q3 		$2.84M Sell
10,045
-1,219
-11% -$332K 0.59% 18
2024
Q2 		$3.01M Hold
11,264
– – 0.73% 16
2024
Q1 		$2.93M Buy
11,264
+930
+9% +$230K 0.76% 16
2023
Q4 		$2.45M Buy
10,334
+4
+0% +$884 0.76% 16
2023
Q3 		$2.19M Buy
10,330
+3,215
+45% +$712K 0.84% 17
2023
Q2 		$1.57M Buy
7,115
+1,634
+30% +$341K 0.67% 21
2023
Q1 		$1.12M Sell
5,481
-87
-2% -$17.4K 0.52% 23
2022
Q4 		$1.06M Buy
+5,568
New +$1.07M 0.56% 19

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

WPWealth's VTI Position: Q2 2026 in Review

WPWealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $358 and bringing the position to 8,997 shares worth $3.33M. The position accounts for 0.49% of the portfolio, ranked #19.

WPWealth first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • WPWealth held 8,997 shares of Vanguard Morningstar Total Stock Market ETF worth $3.33M as of Q2 2026.
  • WPWealth bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.49% of WPWealth's portfolio in Q2 2026, its #19 holding.
  • WPWealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.