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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

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

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. 3,694 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.
  • 3,694 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.