IA
VTI icon

IFP Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IFP 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 		$13.6M Sell
36,746
-16,193
-31% -$5.79M 0.25% 80
2026
Q1 		$17M Sell
52,939
-1,097
-2% -$368K 0.35% 56
2025
Q4 		$18.1M Buy
54,036
+19,766
+58% +$6.58M 0.41% 50
2025
Q3 		$11.2M Buy
34,270
+2,426
+8% +$766K 0.29% 65
2025
Q2 		$9.68M Sell
31,844
-17,190
-35% -$4.83M 0.28% 71
2025
Q1 		$13.5M Buy
49,034
+1,033
+2% +$300K 0.42% 41
2024
Q4 		$13.9M Sell
48,001
-1,135
-2% -$331K 0.46% 34
2024
Q3 		$13.9M Buy
49,136
+16,592
+51% +$4.53M 0.5% 35
2024
Q2 		$8.71M Sell
32,544
-153
-0.5% -$39.6K 0.35% 57
2024
Q1 		$8.5M Sell
32,697
-4,119
-11% -$1.02M 0.37% 56
2023
Q4 		$8.73M Sell
36,816
-9,507
-21% -$2.1M 0.41% 53
2023
Q3 		$9.84M Sell
46,323
-12,429
-21% -$2.75M 0.44% 50
2023
Q2 		$12.9M Sell
58,752
-4,046
-6% -$844K 0.54% 36
2023
Q1 		$6.66M Sell
62,798
-29,383
-32% -$5.88M 0.29% 68
2022
Q4 		$9.81M Buy
92,181
+9,539
+12% +$1.84M 0.26% 78
2022
Q3 		$8.9M Sell
82,642
-1,469
-2% -$293K 0.23% 91
2022
Q2 		$8.99M Hold
84,111
– – 0.29% 77
2022
Q1 		$8.99M Buy
84,111
+46,886
+126% +$10.5M 0.29% 77
2021
Q4 		$8.99M Sell
37,225
-8,474
-19% -$2M 0.18% 63
2021
Q3 		$10.1M Buy
45,699
+8,326
+22% +$1.9M 0.2% 56
2021
Q2 		$8.32M Buy
37,373
+6,436
+21% +$1.4M 0.17% 66
2021
Q1 		$6.39M Sell
30,937
-1,556
-5% -$315K 0.12% 85
2020
Q4 		$6.32M Sell
32,493
-1,367
-4% -$250K 0.26% 65
2020
Q3 		$5.77M Sell
33,860
-6,652
-16% -$1.12M 0.34% 59
2020
Q2 		$6.24M Buy
40,512
+355
+0.9% +$52.4K 0.49% 40
2020
Q1 		$5.27M Sell
40,157
-129
-0.3% -$19.9K 0.53% 38
2019
Q4 		$6.61M Sell
40,286
-15,797
-28% -$2.48M 0.5% 35
2019
Q3 		$8.44M Buy
+56,083
New +$8.45M 0.57% 31
2019
Q1 		$8.08M Sell
55,848
-114,888
-67% -$16M 1.1% 11
2018
Q4 		$21.6M Sell
170,736
-266,457
-61% -$36.8M 1.32% 5
2018
Q3 		$65.4M Sell
437,193
-19,650
-4% -$2.89M 2.67% 1
2018
Q2 		$64.2M Buy
456,843
+31,136
+7% +$4.34M 2.7% 1
2018
Q1 		$58.4M Hold
425,707
– – 2.65% 1
2017
Q4 		$58.4M Buy
425,707
+1,005
+0.2% +$134K 2.65% 1
2017
Q3 		$55M Buy
+424,702
New +$53.8M 2.18% 2
2017
Q2 		– Sell
-371,708
Closed -$45.1M – 4227
2017
Q1 		$45.1M Buy
371,708
+17,586
+5% +$2.11M 1.96% 2
2016
Q4 		$40.8M Buy
354,122
+43,019
+14% +$4.84M 1.97% 2
2016
Q3 		$34.6M Sell
311,103
-3,005
-1% -$333K 1.8% 3
2016
Q2 		$33.7M Buy
314,108
+258,260
+462% +$27.4M 1.88% 2
2016
Q1 		$8.08M Sell
55,848
-213,222
-79% -$21.1M 1.1% 11
2015
Q4 		$28.1M Buy
+269,070
New +$28.3M 1.88% 2

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

IFP Advisors's VTI Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 31% in Q2 2026, selling an estimated $5.79M and leaving 36,746 shares worth $13.6M. The position accounts for 0.25% of the portfolio, ranked #80.

IFP Advisors first reported a position in VTI in Q4 2015 and has held it in 41 quarters since. The position peaked at $65.4M in Q3 2018. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • IFP Advisors held 36,746 shares of Vanguard Morningstar Total Stock Market ETF worth $13.6M as of Q2 2026.
  • IFP Advisors sold 16,193 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.79M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of IFP Advisors's portfolio in Q2 2026, its #80 holding.
  • IFP Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $65.4M in Q3 2018.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.