Diversify Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Diversify Advisory Services’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	$23.4M	Buy	+64,154	New	+$22.9M	0.39%	46
2026 Q1	–	Sell	-35,656	Closed	-$12.2M	–	854
2025 Q4	$12.2M	Buy	35,656 +1,363	+4%	+$453K	0.39%	43
2025 Q3	$11.5M	Buy	34,293 +8,482	+33%	+$2.68M	0.39%	43
2025 Q2	$8.16M	Sell	25,811 -6,427	-20%	-$1.81M	0.31%	54
2025 Q1	$8.79M	Buy	32,238 +3,856	+14%	+$1.12M	0.55%	30
2024 Q4	$8.15M	Buy	28,382 +897	+3%	+$262K	0.45%	30
2024 Q3	$7.91M	Buy	27,485 +6,205	+29%	+$1.69M	0.43%	43
2024 Q2	$5.8M	Sell	21,280 -6,386	-23%	-$1.65M	0.32%	59
2024 Q1	$7.18M	Buy	+27,666	New	+$6.84M	0.42%	48

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

Diversify Advisory Services's VTI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 64,154 shares worth $23.4M. The stake represents 0.39% of the portfolio and ranks #46 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VTI as recently as Q4 2025.

Diversify Advisory Services first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Diversify Advisory Services held 64,154 shares of Vanguard Morningstar Total Stock Market ETF worth $23.4M as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Diversify Advisory Services's portfolio in Q2 2026, its #46 holding.
Diversify Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.