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Define Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Define Financial’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 		$27.6M Buy
74,719
+2,313
+3% +$827K 12.7% 4
2026
Q1 		$23.2M Buy
72,406
+2,852
+4% +$957K 12.61% 4
2025
Q4 		$23.3M Buy
69,554
+1,409
+2% +$469K 13.22% 4
2025
Q3 		$22.4M Buy
68,145
+718
+1% +$227K 13.42% 4
2025
Q2 		$20.5M Buy
67,427
+1,999
+3% +$562K 13.5% 4
2025
Q1 		$17.1M Buy
65,428
+2,463
+4% +$716K 13.05% 4
2024
Q4 		$18.2M Buy
+62,965
New +$18.4M 13.77% 3

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

Define Financial's VTI Position: Q2 2026 in Review

Define Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, buying an estimated $827K and bringing the position to 74,719 shares worth $27.6M. The position accounts for 12.7% of the portfolio, ranked #4.

Define Financial first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Define Financial held 74,719 shares of Vanguard Morningstar Total Stock Market ETF worth $27.6M as of Q2 2026.
  • Define Financial bought 2,313 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $827K.
  • Vanguard Morningstar Total Stock Market ETF made up 12.7% of Define Financial's portfolio in Q2 2026, its #4 holding.
  • Define Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.