Golden Reserve Retirement’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Golden Reserve Retirement’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	$152M	Buy	410,464 +13,186	+3%	+$4.71M	23.92%	1
2026 Q1	$127M	Sell	397,278 -17,146	-4%	-$5.75M	26.3%	1
2025 Q4	$139M	Buy	414,424 +61,191	+17%	+$20.4M	25.65%	1
2025 Q3	$116M	Buy	353,233 +49,335	+16%	+$15.6M	30.09%	1
2025 Q2	$92.3M	Buy	303,898 +31,697	+12%	+$8.91M	29.62%	1
2025 Q1	$74.8M	Buy	+272,201	New	+$79.1M	29.75%	1

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Golden Reserve Retirement's VTI Position: Q2 2026 in Review

Golden Reserve Retirement increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, buying an estimated $4.71M and bringing the position to 410,464 shares worth $152M. The position accounts for 23.92% of the portfolio, ranked #1.

Golden Reserve Retirement first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Golden Reserve Retirement held 410,464 shares of Vanguard Morningstar Total Stock Market ETF worth $152M as of Q2 2026.
Golden Reserve Retirement bought 13,186 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.71M.
Vanguard Morningstar Total Stock Market ETF made up 23.92% of Golden Reserve Retirement's portfolio in Q2 2026, its #1 holding.
Golden Reserve Retirement first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.