FFA
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Farther Finance Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Farther Finance 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 		$60.9M Sell
164,469
-58,099
-26% -$20.8M 0.48% 34
2026
Q1 		$71.9M Buy
222,568
+28,504
+15% +$9.56M 0.68% 22
2025
Q4 		$65.1M Buy
194,064
+25,872
+15% +$8.61M 0.7% 23
2025
Q3 		$55.2M Buy
168,192
+72,870
+76% +$23M 0.83% 18
2025
Q2 		$29M Sell
95,322
-87
-0.1% -$24.5K 0.58% 24
2025
Q1 		$26.3M Buy
95,409
+35,465
+59% +$10.3M 0.67% 21
2024
Q4 		$17.4M Buy
59,944
+25,124
+72% +$7.33M 0.63% 26
2024
Q3 		$9.86M Buy
34,820
+5,386
+18% +$1.47M 0.37% 51
2024
Q2 		$7.89M Buy
29,434
+18,987
+182% +$4.91M 0.38% 45
2024
Q1 		$2.71M Sell
10,447
-1,053
-9% -$261K 0.17% 109
2023
Q4 		$2.73M Buy
11,500
+3,221
+39% +$712K 0.2% 99
2023
Q3 		$1.76M Sell
8,279
-2,776
-25% -$614K 0.28% 74
2023
Q2 		$2.44M Sell
11,055
-1,038
-9% -$217K 0.53% 38
2023
Q1 		$2.47M Buy
12,093
+2,880
+31% +$577K 0.72% 26
2022
Q4 		$1.76M Buy
+9,213
New +$1.78M 0.68% 24

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

Farther Finance Advisors's VTI Position: Q2 2026 in Review

Farther Finance Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 26% in Q2 2026, selling an estimated $20.8M and leaving 164,469 shares worth $60.9M. The position accounts for 0.48% of the portfolio, ranked #34.

Farther Finance Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $71.9M in Q1 2026. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Farther Finance Advisors held 164,469 shares of Vanguard Morningstar Total Stock Market ETF worth $60.9M as of Q2 2026.
  • Farther Finance Advisors sold 58,099 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20.8M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.48% of Farther Finance Advisors's portfolio in Q2 2026, its #34 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $71.9M in Q1 2026.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.