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

Cresta 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	$27.7M	Buy	74,775 +3,933	+6%	+$1.41M	9.93%	2
2026 Q1	$22.7M	Buy	70,842 +3,709	+6%	+$1.24M	9.31%	2
2025 Q4	$22.5M	Buy	67,133 +380	+0.6%	+$126K	9.44%	2
2025 Q3	$21.9M	Buy	66,753 +2,377	+4%	+$751K	9.78%	2
2025 Q2	$19.6M	Sell	64,376 -1,224	-2%	-$344K	9.54%	2
2025 Q1	$18M	Buy	65,600 +8,513	+15%	+$2.47M	9.34%	2
2024 Q4	$16.2M	Hold	57,087	–	–	8.45%	2
2024 Q3	$16.2M	Buy	57,087 +18,594	+48%	+$5.07M	8.45%	2
2024 Q2	$10.3M	Sell	38,493 -866	-2%	-$224K	6.11%	6
2024 Q1	$10.2M	Buy	39,359 +963	+3%	+$238K	6.49%	5
2023 Q4	$9.11M	Buy	38,396 +489	+1%	+$108K	6.07%	5
2023 Q3	$8.05M	Buy	37,907 +9,995	+36%	+$2.21M	6.23%	5
2023 Q2	$6.15M	Sell	27,912 -17,200	-38%	-$3.59M	4.78%	8
2023 Q1	$9.21M	Buy	45,112 +15,556	+53%	+$3.11M	7.16%	3
2022 Q4	$5.65M	Sell	29,556 -9,979	-25%	-$1.92M	4.93%	7
2022 Q3	$7.09M	Buy	+39,535	New	+$7.88M	8.76%	5

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

Cresta Advisors's VTI Position: Q2 2026 in Review

Cresta Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.6% in Q2 2026, buying an estimated $1.41M and bringing the position to 74,775 shares worth $27.7M. The position accounts for 9.93% of the portfolio, ranked #2.

Cresta Advisors first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cresta Advisors held 74,775 shares of Vanguard Morningstar Total Stock Market ETF worth $27.7M as of Q2 2026.
Cresta Advisors bought 3,933 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.41M.
Vanguard Morningstar Total Stock Market ETF made up 9.93% of Cresta Advisors's portfolio in Q2 2026, its #2 holding.
Cresta Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.