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

Ballew 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	$220K	Buy	+596	New	+$213K	0.11%	119
2026 Q1	–	Sell	-595	Closed	-$204K	–	124
2025 Q4	$204K	Buy	+595	New	+$198K	0.11%	116
2025 Q3	–	Sell	-845	Closed	-$260K	–	127
2025 Q2	$260K	Buy	845 +1	+0.1%	+$281	0.15%	95
2025 Q1	$221K	Buy	+844	New	+$245K	0.15%	104

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

Ballew Advisors's VTI Position: Q2 2026 in Review

Ballew Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 596 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #119 among its holdings. This is a return to the name: Ballew Advisors previously reported a position in VTI as recently as Q4 2025.

Ballew Advisors first reported a position in VTI in Q1 2025 and has held it in 4 quarters since. The position peaked at $260K in Q2 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Ballew Advisors held 596 shares of Vanguard Morningstar Total Stock Market ETF worth $220K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Ballew Advisors position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Ballew Advisors's portfolio in Q2 2026, its #119 holding.
Ballew Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 4 quarters since.
Ballew Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $260K in Q2 2025.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.