Adaptive Financial Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Adaptive Financial Consulting’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	$263K	Buy	+711	New	+$254K	0.09%	19
2022 Q2	–	Sell	-1,006	Closed	-$229K	–	19
2022 Q1	$229K	Buy	+1,006	New	+$226K	0.13%	17
2020 Q4	–	Sell	-1,695	Closed	-$289K	–	18
2020 Q3	$289K	Hold	1,695	–	–	0.23%	17
2020 Q2	$265K	Sell	1,695 -569	-25%	-$83.9K	0.23%	17
2020 Q1	$292K	Buy	2,264 +569	+34%	+$88K	0.3%	21
2019 Q4	$277K	Buy	+1,695	New	+$266K	0.27%	22

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

Adaptive Financial Consulting's VTI Position: Q2 2026 in Review

Adaptive Financial Consulting opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 711 shares worth $263K. The stake represents 0.09% of the portfolio and ranks #19 among its holdings. This is a return to the name: Adaptive Financial Consulting previously reported a position in VTI as recently as Q1 2022.

Adaptive Financial Consulting first reported a position in VTI in Q4 2019 and has held it in 6 quarters since. The position peaked at $292K in Q1 2020. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Adaptive Financial Consulting held 711 shares of Vanguard Morningstar Total Stock Market ETF worth $263K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Adaptive Financial Consulting position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Adaptive Financial Consulting's portfolio in Q2 2026, its #19 holding.
Adaptive Financial Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 6 quarters since.
Adaptive Financial Consulting's Vanguard Morningstar Total Stock Market ETF position peaked at $292K in Q1 2020.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Adaptive Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.