AIA
VTI icon

Ally Invest Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ally Invest 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
Q1 		$2.56M Buy
7,978
+1,229
+18% +$412K 0.17% 30
2025
Q4 		$2.26M Buy
6,749
+1,055
+19% +$351K 0.16% 30
2025
Q3 		$1.87M Buy
5,694
+999
+21% +$316K 0.13% 32
2025
Q2 		$1.43M Sell
4,695
-28
-0.6% -$7.88K 0.11% 33
2025
Q1 		$1.3M Buy
4,723
+572
+14% +$166K 0.11% 32
2024
Q4 		$1.2M Buy
4,151
+188
+5% +$54.9K 0.1% 32
2024
Q3 		$1.12M Sell
3,963
-478
-11% -$130K 0.1% 33
2024
Q2 		$1.19M Sell
4,441
-199
-4% -$51.5K 0.11% 32
2024
Q1 		$1.21M Sell
4,640
-854
-16% -$211K 0.12% 31
2023
Q4 		$1.3M Sell
5,494
-335
-6% -$74.1K 0.14% 27
2023
Q3 		$1.24M Sell
5,829
-197
-3% -$43.6K 0.14% 24
2023
Q2 		$1.33M Buy
6,026
+368
+7% +$76.8K 0.15% 22
2023
Q1 		$1.15M Buy
5,658
+2,744
+94% +$549K 0.14% 22
2022
Q4 		$557K Buy
2,914
+1,213
+71% +$234K 0.07% 24
2022
Q3 		$305K Buy
+1,701
New +$339K 0.04% 24

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ally Invest Advisors's VTI Position: Q1 2026 in Review

Ally Invest Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 18% in Q1 2026, buying an estimated $412K and bringing the position to 7,978 shares worth $2.56M. The position accounts for 0.17% of the portfolio, ranked #30.

Ally Invest Advisors first reported a position in VTI in Q3 2022 and has held it in 15 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Ally Invest Advisors held 7,978 shares of Vanguard Morningstar Total Stock Market ETF worth $2.56M as of Q1 2026.
  • Ally Invest Advisors bought 1,229 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $412K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Ally Invest Advisors's portfolio in Q1 2026, its #30 holding.
  • Ally Invest Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.