Advyzon Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advyzon Investment Management’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	$32.8M	Sell	88,706 -15,481	-15%	-$5.54M	2.38%	2
2026 Q1	$33.4M	Sell	104,187 -2,008	-2%	-$674K	2.99%	1
2025 Q4	$35.6M	Buy	106,195 +10,204	+11%	+$3.39M	4.13%	1
2025 Q3	$31.5M	Buy	95,991 +5,267	+6%	+$1.66M	5.41%	1
2025 Q2	$27.6M	Buy	90,724 +1,055	+1%	+$297K	6.11%	1
2025 Q1	$24.6M	Sell	89,669 -11,701	-12%	-$3.4M	8.71%	1
2024 Q4	$29.4M	Buy	+101,370	New	+$29.6M	11.34%	1

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

Advyzon Investment Management's VTI Position: Q2 2026 in Review

Advyzon Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, selling an estimated $5.54M and leaving 88,706 shares worth $32.8M. The position accounts for 2.38% of the portfolio, ranked #2.

Advyzon Investment Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.6M in Q4 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Advyzon Investment Management held 88,706 shares of Vanguard Morningstar Total Stock Market ETF worth $32.8M as of Q2 2026.
Advyzon Investment Management sold 15,481 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.54M.
Vanguard Morningstar Total Stock Market ETF made up 2.38% of Advyzon Investment Management's portfolio in Q2 2026, its #2 holding.
Advyzon Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $35.6M in Q4 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.