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

AssuredPartners 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	$7.72M	Buy	20,853 +669	+3%	+$239K	0.75%	31
2026 Q1	$6.56M	Buy	20,184 +6,170	+44%	+$2.07M	0.71%	33
2025 Q4	$4.7M	Buy	14,014 +7,644	+120%	+$2.54M	0.7%	33
2025 Q3	$2.09M	Sell	6,370 -1,646	-21%	-$520K	0.47%	42
2025 Q2	$2.44M	Sell	8,016 -18,262	-69%	-$5.14M	0.6%	39
2025 Q1	$7.22M	Buy	26,278 +9,381	+56%	+$2.73M	1.39%	11
2024 Q4	$4.9M	Buy	+16,897	New	+$4.93M	0.95%	21

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

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

AssuredPartners Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, buying an estimated $239K and bringing the position to 20,853 shares worth $7.72M. The position accounts for 0.75% of the portfolio, ranked #31.

AssuredPartners Investment Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

AssuredPartners Investment Advisors held 20,853 shares of Vanguard Morningstar Total Stock Market ETF worth $7.72M as of Q2 2026.
AssuredPartners Investment Advisors bought 669 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $239K.
Vanguard Morningstar Total Stock Market ETF made up 0.75% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #31 holding.
AssuredPartners Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.