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

Allied 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	$8.09M	Buy	21,872 +43	+0.2%	+$15.4K	1.02%	43
2026 Q1	$7M	Hold	21,829	–	–	1%	39
2025 Q4	$7.32M	Hold	21,829	–	–	1.13%	38
2025 Q3	$7.16M	Buy	21,829 +409	+2%	+$129K	1.14%	39
2025 Q2	$6.51M	Buy	21,420 +6,566	+44%	+$1.85M	1.14%	37
2025 Q1	$4.08M	Buy	+14,854	New	+$4.32M	0.77%	37

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

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

Allied Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 21,872 shares worth $8.09M. The position accounts for 1.02% of the portfolio, ranked #43.

Allied Investment Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Allied Investment Advisors held 21,872 shares of Vanguard Morningstar Total Stock Market ETF worth $8.09M as of Q2 2026.
Allied Investment Advisors bought 43 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $15.4K.
Vanguard Morningstar Total Stock Market ETF made up 1.02% of Allied Investment Advisors's portfolio in Q2 2026, its #43 holding.
Allied Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.