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

Conrad Siegel 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 		$1.63M Buy
4,405
+1,700
+63% +$608K 0.27% 27
2026
Q1 		$868K Sell
2,705
-9
-0.3% -$3.02K 0.16% 36
2025
Q4 		$910K Buy
2,714
+244
+10% +$81.2K 0.17% 33
2025
Q3 		$810K Buy
2,470
+35
+1% +$11.1K 0.17% 32
2025
Q2 		$740K Buy
2,435
+71
+3% +$20K 0.17% 31
2025
Q1 		$650K Buy
2,364
+143
+6% +$41.5K 0.17% 34
2024
Q4 		$644K Buy
2,221
+176
+9% +$51.4K 0.17% 32
2024
Q3 		$579K Buy
2,045
+9
+0.4% +$2.46K 0.16% 32
2024
Q2 		$545K Buy
2,036
+760
+60% +$197K 0.16% 31
2024
Q1 		$332K Sell
1,276
-637
-33% -$158K 0.1% 34
2023
Q4 		$454K Buy
1,913
+520
+37% +$115K 0.21% 22
2023
Q3 		$296K Sell
1,393
-302
-18% -$66.8K 0.15% 23
2023
Q2 		$373K Buy
1,695
+118
+7% +$24.6K 0.29% 21
2023
Q1 		$322K Buy
1,577
+101
+7% +$20.2K 0.29% 27
2022
Q4 		$282K Sell
1,476
-686
-32% -$132K 0.28% 27
2022
Q3 		$388K Sell
2,162
-1,607
-43% -$320K 0.44% 20
2022
Q2 		$711K Buy
3,769
+2,299
+156% +$472K 0.77% 17
2022
Q1 		$335K Buy
1,470
+79
+6% +$17.8K 0.3% 21
2021
Q4 		$309K Buy
+1,391
New +$328K 0.27% 29

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

Conrad Siegel Investment Advisors's VTI Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 63% in Q2 2026, buying an estimated $608K and bringing the position to 4,405 shares worth $1.63M. The position accounts for 0.27% of the portfolio, ranked #27.

Conrad Siegel Investment Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,693 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Conrad Siegel Investment Advisors held 4,405 shares of Vanguard Morningstar Total Stock Market ETF worth $1.63M as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 1,700 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $608K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,693 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.