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

Financial Insights’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 		$3.34M Buy
9,035
+165
+2% +$59K 0.88% 22
2026
Q1 		$2.85M Buy
8,870
+618
+7% +$207K 0.92% 23
2025
Q4 		$2.77M Buy
8,252
+772
+10% +$257K 0.93% 22
2025
Q3 		$2.45M Buy
7,480
+1,897
+34% +$599K 0.81% 27
2025
Q2 		$1.7M Sell
5,583
-2,957
-35% -$832K 0.62% 31
2025
Q1 		$2.35M Sell
8,540
-65
-0.8% -$18.9K 0.93% 25
2024
Q4 		$2.49M Sell
8,605
-461
-5% -$135K 0.93% 26
2024
Q3 		$2.57M Buy
9,066
+197
+2% +$53.7K 0.81% 27
2024
Q2 		$2.37M Sell
8,869
-572
-6% -$148K 0.66% 33
2024
Q1 		$2.45M Sell
9,441
-72
-0.8% -$17.8K 0.68% 30
2023
Q4 		$2.26M Sell
9,513
-220
-2% -$48.6K 0.71% 28
2023
Q3 		$2.01M Buy
9,733
+1,030
+12% +$228K 0.72% 28
2023
Q2 		$1.92M Sell
8,703
-294
-3% -$61.3K 0.7% 31
2023
Q1 		$1.84M Buy
8,997
+1,287
+17% +$258K 0.75% 28
2022
Q4 		$1.47M Sell
7,710
-1,449
-16% -$279K 0.7% 35
2022
Q3 		$1.64M Buy
9,159
+97
+1% +$19.3K 1.11% 22
2022
Q2 		$1.71M Buy
9,062
+223
+3% +$45.8K 1.73% 15
2022
Q1 		$2.01M Buy
8,839
+302
+4% +$67.9K 1.85% 15
2021
Q4 		$2.06M Buy
8,537
+467
+6% +$110K 1.78% 16
2021
Q3 		$1.79M Buy
8,070
+331
+4% +$75.5K 1.65% 17
2021
Q2 		$1.72M Buy
7,739
+247
+3% +$53.6K 1.43% 17
2021
Q1 		$1.55M Buy
7,492
+38
+0.5% +$7.69K 1.14% 19
2020
Q4 		$1.45M Buy
7,454
+1,065
+17% +$195K 1.12% 20
2020
Q3 		$1.09M Buy
6,389
+2,259
+55% +$380K 0.93% 22
2020
Q2 		$1.04M Sell
4,130
-3,992
-49% -$589K 0.93% 21
2020
Q1 		$1.05M Sell
8,122
-381
-4% -$58.9K 1.1% 19
2019
Q4 		$1.39M Buy
8,503
+50
+0.6% +$7.83K 1.22% 18
2019
Q3 		$1.28M Sell
8,453
-14
-0.2% -$2.11K 1.22% 18
2019
Q2 		$1.25M Buy
8,467
+538
+7% +$79.2K 1.26% 18
2019
Q1 		$1.19M Sell
7,929
-450
-5% -$62.8K 1.24% 18
2018
Q4 		$1.16M Buy
+8,379
New +$1.16M 1.3% 18

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

Financial Insights's VTI Position: Q2 2026 in Review

Financial Insights increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $59K and bringing the position to 9,035 shares worth $3.34M. The position accounts for 0.88% of the portfolio, ranked #22.

Financial Insights first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,675 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Insights held 9,035 shares of Vanguard Morningstar Total Stock Market ETF worth $3.34M as of Q2 2026.
  • Financial Insights bought 165 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $59K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Financial Insights's portfolio in Q2 2026, its #22 holding.
  • Financial Insights first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,675 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.