1620 Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

1620 Investment 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	$39.6K	Hold	107	–	–	0.02%	348
2026 Q1	$34.3K	Hold	107	–	–	0.02%	342
2025 Q4	$35.9K	Hold	107	–	–	0.02%	335
2025 Q3	$35.1K	Hold	107	–	–	0.02%	327
2025 Q2	$32.5K	Sell	107 -38	-26%	-$10.7K	0.02%	349
2025 Q1	$39.9K	Sell	145 -35	-19%	-$10.2K	0.03%	324
2024 Q4	$52.2K	Buy	180 +7	+4%	+$2.04K	0.04%	295
2024 Q3	$49K	Hold	173	–	–	0.04%	304
2024 Q2	$46.3K	Buy	+173	New	+$44.8K	0.04%	307

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

1620 Investment Advisors's VTI Position: Q2 2026 in Review

1620 Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 107 shares worth $39.6K. The position accounts for 0.02% of the portfolio, ranked #348.

1620 Investment Advisors first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.2K in Q4 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

1620 Investment Advisors held 107 shares of Vanguard Morningstar Total Stock Market ETF worth $39.6K as of Q2 2026.
1620 Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #348 holding.
1620 Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $52.2K in Q4 2024.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.