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Alliance Wealth Advisors (Utah)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$4.16M Hold
11,232
– – 0.78% 21
2026
Q1 		$3.6M Buy
11,232
+53
+0.5% +$17.8K 0.78% 20
2025
Q4 		$3.75M Buy
11,179
+9,310
+498% +$3.1M 0.81% 26
2025
Q3 		$613K Hold
1,869
– – 0.14% 158
2025
Q2 		$568K Hold
1,869
– – 0.14% 150
2025
Q1 		$514K Sell
1,869
-10
-0.5% -$2.9K 0.13% 158
2024
Q4 		$545K Buy
+1,879
New +$548K 0.14% 150

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

Alliance Wealth Advisors (Utah)'s VTI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 11,232 shares worth $4.16M. The position accounts for 0.78% of the portfolio, ranked #21.

Alliance Wealth Advisors (Utah) first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 11,232 shares of Vanguard Morningstar Total Stock Market ETF worth $4.16M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.78% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #21 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.