IIM
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IFC & Insurance Marketing’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IFC & Insurance Marketing’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 		$2.25M Buy
6,083
+1,054
+21% +$377K 1.98% 16
2026
Q1 		$1.61M Buy
5,029
+2,775
+123% +$931K 1.68% 18
2025
Q4 		$756K Buy
+2,254
New +$750K 0.75% 21

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

IFC & Insurance Marketing's VTI Position: Q2 2026 in Review

IFC & Insurance Marketing increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, buying an estimated $377K and bringing the position to 6,083 shares worth $2.25M. The position accounts for 1.98% of the portfolio, ranked #16.

IFC & Insurance Marketing first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IFC & Insurance Marketing held 6,083 shares of Vanguard Morningstar Total Stock Market ETF worth $2.25M as of Q2 2026.
  • IFC & Insurance Marketing bought 1,054 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $377K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.98% of IFC & Insurance Marketing's portfolio in Q2 2026, its #16 holding.
  • IFC & Insurance Marketing first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.